Cardinal Strategic Wealth Guidance’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cardinal Strategic Wealth Guidance’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 Q4	–	Sell	-1,353	Closed	-$210K	–	86
2023 Q3	$210K	Sell	1,353 -62	-4%	-$10.1K	0.1%	61
2023 Q2	$230K	Hold	1,415	–	–	0.1%	58
2023 Q1	$218K	Sell	1,415 -587	-29%	-$89.9K	0.1%	59
2022 Q4	$304K	Buy	2,002 +181	+10%	+$27K	0.15%	56
2022 Q3	$246K	Hold	1,821	–	–	0.13%	54
2022 Q2	$261K	Hold	1,821	–	–	0.13%	55
2022 Q1	$295K	Hold	1,821	–	–	0.14%	58
2021 Q4	$313K	Hold	1,821	–	–	0.15%	59
2021 Q3	$280K	Sell	1,821 -50	-3%	-$7.97K	0.15%	59
2021 Q2	$290K	Hold	1,871	–	–	0.15%	59
2021 Q1	$275K	Buy	1,871 +50	+3%	+$7.11K	0.16%	57
2020 Q4	$257K	Buy	+1,821	New	+$247K	0.15%	50

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's VIG Position: Q4 2023 in Review

Cardinal Strategic Wealth Guidance sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2023, closing a stake of 1,353 shares — an estimated $210K sold.

Cardinal Strategic Wealth Guidance first reported a position in VIG in Q4 2020 and held it in 12 quarters. The position peaked at $313K in Q4 2021. 2,021 funds tracked by Wall St. Rank hold VIG as of Q4 2023.

Cardinal Strategic Wealth Guidance reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2023 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 1,353 Vanguard Dividend Appreciation ETF shares in Q4 2023, an estimated $210K.
Cardinal Strategic Wealth Guidance first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and held it in 12 quarters.
Cardinal Strategic Wealth Guidance's Vanguard Dividend Appreciation ETF position peaked at $313K in Q4 2021.
2,021 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2023.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q4 2023, filed 30 Jan 2024.