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

Castle 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
2022 Q4	–	Sell	-415	Closed	-$56K	–	615
2022 Q3	$56K	Sell	415 -2	-0.5%	-$298	0.03%	199
2022 Q2	$60K	Buy	+417	New	+$63.5K	0.03%	192

Other funds holding VIG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Castle Wealth Management's VIG Position: Q4 2022 in Review

Castle Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2022, closing a stake of 415 shares — an estimated $56K sold.

Castle Wealth Management first reported a position in VIG in Q2 2022 and held it in 2 quarters. The position peaked at $60K in Q2 2022. 1,792 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Castle Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 415 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $56K.
Castle Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $60K in Q2 2022.
1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.