Commons Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Commons Capital’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	-1,330	Closed	-$202K	–	84
2022 Q4	$202K	Buy	+1,330	New	+$198K	0.33%	68
2022 Q2	–	Sell	-1,605	Closed	-$260K	–	188
2022 Q1	$260K	Buy	1,605 +4	+0.2%	+$645	0.28%	81
2021 Q4	$275K	Buy	+1,601	New	+$264K	0.27%	81

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

Commons Capital's VIG Position: Q1 2023 in Review

Commons Capital sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2023, closing a stake of 1,330 shares — an estimated $202K sold.

Commons Capital first reported a position in VIG in Q4 2021 and held it in 3 quarters. The position peaked at $275K in Q4 2021. 1,779 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

Commons Capital reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
Commons Capital sold 1,330 Vanguard Dividend Appreciation ETF shares in Q1 2023, an estimated $202K.
Commons Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 3 quarters.
Commons Capital's Vanguard Dividend Appreciation ETF position peaked at $275K in Q4 2021.
1,779 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Commons Capital's 13F filing for Q1 2023, filed 12 May 2023.