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

Forbes 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	–	Sell	-37,752	Closed	-$5.1M	–	35
2022 Q4	$5.1M	Hold	37,752	–	–	7.42%	4
2022 Q3	$5.1M	Buy	37,752 +1,259	+3%	+$187K	7.42%	4
2022 Q2	$5.22M	Sell	36,493 -5,158	-12%	-$785K	7.49%	3
2022 Q1	$6.75M	Sell	41,651 -1,012	-2%	-$163K	8.41%	4
2021 Q4	$7.34M	Buy	+42,663	New	+$7.03M	7.23%	3

Other funds holding VIG

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

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 New York $303B AUM 53.02% 1-Year Est. Return

Forbes Financial Planning's VIG Position: Q1 2023 in Review

Forbes Financial Planning sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2023, closing a stake of 37,752 shares — an estimated $5.1M sold.

Forbes Financial Planning first reported a position in VIG in Q4 2021 and held it in 5 quarters. The position peaked at $7.34M in Q4 2021. 1,784 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

Forbes Financial Planning reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
Forbes Financial Planning sold 37,752 Vanguard Dividend Appreciation ETF shares in Q1 2023, an estimated $5.1M.
Forbes Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 5 quarters.
Forbes Financial Planning's Vanguard Dividend Appreciation ETF position peaked at $7.34M in Q4 2021.
1,784 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Forbes Financial Planning's 13F filing for Q1 2023, filed 5 May 2023.