FourThought Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

FourThought Financial’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 Q3	$272K	Sell	2,015 -135	-6%	-$20.1K	0.04%	258
2022 Q2	$308K	Buy	2,150 +280	+15%	+$42.6K	0.05%	261
2022 Q1	$303K	Sell	1,870 -125	-6%	-$20.2K	0.04%	273
2021 Q4	$343K	Hold	1,995	–	–	0.04%	254
2021 Q3	$306K	Sell	1,995 -178	-8%	-$28.4K	0.04%	277
2021 Q2	$336K	Sell	2,173 -201	-8%	-$30.9K	0.05%	268
2021 Q1	$349K	Hold	2,374	–	–	0.05%	259
2020 Q4	$335K	Buy	+2,374	New	+$322K	0.05%	260

Other funds holding VIG

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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 $17.8B AUM 24.16% 1-Year Est. Return

FourThought Financial's VIG Position: Q3 2022 in Review

FourThought Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.3% in Q3 2022, selling an estimated $20.1K and leaving 2,015 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #258.

FourThought Financial first reported a position in VIG in Q4 2020 and has held it in 8 quarters since. The position peaked at $349K in Q1 2021. 1,644 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

FourThought Financial held 2,015 shares of Vanguard Dividend Appreciation ETF worth $272K as of Q3 2022.
FourThought Financial sold 135 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $20.1K.
Vanguard Dividend Appreciation ETF made up 0.04% of FourThought Financial's portfolio in Q3 2022, its #258 holding.
FourThought Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Vanguard Dividend Appreciation ETF position peaked at $349K in Q1 2021.
1,644 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.