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 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 $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 $570B AUM 27.57% 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

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. 1,781 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.
1,781 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.