Claraphi Advisory Network’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Claraphi Advisory Network’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	$4.58M	Buy	30,192 +15,498	+105%	+$2.31M	1.83%	10
2022 Q3	$1.99M	Buy	14,694 +496	+3%	+$73.8K	1.07%	18
2022 Q2	$2.04M	Buy	14,198 +510	+4%	+$77.6K	0.72%	33
2022 Q1	$2.22M	Sell	13,688 -2,239	-14%	-$361K	0.64%	32
2021 Q4	$2.73M	Buy	15,927 +356	+2%	+$58.7K	0.95%	19
2021 Q3	$2.39M	Buy	15,571 +881	+6%	+$140K	0.84%	21
2021 Q2	$2.27M	Buy	14,690 +562	+4%	+$86.3K	0.68%	25
2021 Q1	$2.08M	Buy	14,128 +15	+0.1%	+$2.13K	0.57%	28
2020 Q4	$1.99M	Buy	14,113 +1,289	+10%	+$175K	0.54%	27
2020 Q3	$1.65M	Sell	12,824 -1,558	-11%	-$196K	0.6%	25
2020 Q2	$1.69M	Buy	14,382 +1,309	+10%	+$149K	0.72%	27
2020 Q1	$1.35M	Buy	13,073 +10,787	+472%	+$1.29M	0.64%	24
2019 Q4	$285K	Buy	2,286 +270	+13%	+$32.7K	0.17%	140
2019 Q3	$241K	Sell	2,016 -1,022	-34%	-$121K	0.15%	160
2019 Q2	$350K	Buy	3,038 +102	+3%	+$11.4K	0.21%	128
2019 Q1	$322K	Sell	2,936 -33	-1%	-$3.48K	0.2%	136
2018 Q4	$291K	Buy	2,969 +1,034	+53%	+$108K	0.22%	123
2018 Q3	$214K	Sell	1,935 -388	-17%	-$41.7K	0.12%	226
2018 Q2	$236K	Sell	2,323 -22	-0.9%	-$2.24K	0.15%	206
2018 Q1	$237K	Sell	2,345 -47	-2%	-$4.87K	0.17%	197
2017 Q4	$244K	Buy	+2,392	New	+$236K	0.19%	176

Other funds holding VIG

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

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

JMPWA

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

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

Claraphi Advisory Network's VIG Position: Q4 2022 in Review

Claraphi Advisory Network increased its Vanguard Dividend Appreciation ETF (VIG) stake by 105% in Q4 2022, buying an estimated $2.31M and bringing the position to 30,192 shares worth $4.58M. The position accounts for 1.83% of the portfolio, ranked #10.

Claraphi Advisory Network first reported a position in VIG in Q4 2017 and has held it in 21 quarters since. 1,794 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Claraphi Advisory Network held 30,192 shares of Vanguard Dividend Appreciation ETF worth $4.58M as of Q4 2022.
Claraphi Advisory Network bought 15,498 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $2.31M.
Vanguard Dividend Appreciation ETF made up 1.83% of Claraphi Advisory Network's portfolio in Q4 2022, its #10 holding.
Claraphi Advisory Network first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 21 quarters since.
1,794 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.