Bulltick Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bulltick Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,580	Closed	-$240K	–	153
2022 Q4	$240K	Sell	1,580 -11,730	-88%	-$1.75M	0.07%	118
2022 Q3	$1.8M	Buy	13,310 +60	+0.5%	+$8.93K	0.54%	40
2022 Q2	$1.9M	Buy	13,250 +250	+2%	+$38K	0.51%	41
2022 Q1	$2.11M	Buy	13,000 +3,710	+40%	+$599K	0.47%	42
2021 Q4	$1.6M	Buy	9,290 +6,190	+200%	+$1.02M	0.32%	48
2021 Q3	$476K	Buy	+3,100	New	+$494K	0.11%	75

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bulltick Wealth Management's VIG Position: Q1 2023 in Review

Bulltick Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2023, closing a stake of 1,580 shares — an estimated $240K sold.

Bulltick Wealth Management first reported a position in VIG in Q3 2021 and held it in 6 quarters. The position peaked at $2.11M in Q1 2022. 1,783 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

Bulltick Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
Bulltick Wealth Management sold 1,580 Vanguard Dividend Appreciation ETF shares in Q1 2023, an estimated $240K.
Bulltick Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and held it in 6 quarters.
Bulltick Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.11M in Q1 2022.
1,783 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Bulltick Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2024.