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

Catalyst 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
-1,366
Closed -$207K – 131
2022
Q4 		$207K Buy
+1,366
New +$204K 0.2% 123

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Catalyst Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2023, closing a stake of 1,366 shares — an estimated $207K sold.

Catalyst Wealth Management first reported a position in VIG in Q4 2022 and held it in 1 quarter. The position peaked at $207K in Q4 2022. 1,783 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

  • Catalyst Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
  • Catalyst Wealth Management sold 1,366 Vanguard Dividend Appreciation ETF shares in Q1 2023, an estimated $207K.
  • Catalyst Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and held it in 1 quarter.
  • Catalyst Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $207K in Q4 2022.
  • 1,783 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.