Clear Perspectives Financial Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Clear Perspectives Financial Planning’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	$10.5M	Buy	68,074 +57,843	+565%	+$8.86M	5.88%	7
2022 Q4	$1.55M	Sell	10,231 -206	-2%	-$30.7K	0.83%	26
2022 Q3	$1.41M	Sell	10,437 -735	-7%	-$109K	0.69%	28
2022 Q2	$1.6M	Sell	11,172 -23,881	-68%	-$3.63M	0.63%	27
2022 Q1	$5.68M	Sell	35,053 -25,451	-42%	-$4.11M	2.15%	12
2021 Q4	$10.4M	Sell	60,504 -3,446	-5%	-$568K	4.2%	9
2021 Q3	$9.82M	Sell	63,950 -15,432	-19%	-$2.46M	4.45%	8
2021 Q2	$12.3M	Sell	79,382 -7,596	-9%	-$1.17M	5.93%	5
2021 Q1	$12.8M	Sell	86,978 -2,019	-2%	-$287K	7.41%	4
2020 Q4	$12.6M	Buy	+88,997	New	+$12.1M	7.96%	2

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 $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $15.5B AUM 18.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Clear Perspectives Financial Planning's VIG Position: Q1 2023 in Review

Clear Perspectives Financial Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 565% in Q1 2023, buying an estimated $8.86M and bringing the position to 68,074 shares worth $10.5M. The position accounts for 5.88% of the portfolio, ranked #7.

Clear Perspectives Financial Planning first reported a position in VIG in Q4 2020 and has held it in 10 quarters since. The position peaked at $12.8M in Q1 2021. 1,779 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

Clear Perspectives Financial Planning held 68,074 shares of Vanguard Dividend Appreciation ETF worth $10.5M as of Q1 2023.
Clear Perspectives Financial Planning bought 57,843 Vanguard Dividend Appreciation ETF shares in Q1 2023, an estimated $8.86M.
Vanguard Dividend Appreciation ETF made up 5.88% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #7 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Vanguard Dividend Appreciation ETF position peaked at $12.8M in Q1 2021.
1,779 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.