Freedman Financial Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Freedman Financial Associates’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 Q2	–	Sell	-84,480	Closed	-$13.8M	–	406
2022 Q1	$13.8M	Buy	84,480 +3,693	+5%	+$596K	9.49%	3
2021 Q4	$13.9M	Buy	80,787 +4,277	+6%	+$705K	9.48%	3
2021 Q3	$11.8M	Buy	76,510 +10,053	+15%	+$1.6M	8.59%	3
2021 Q2	$10.3M	Buy	66,457 +4,540	+7%	+$697K	7.75%	4
2021 Q1	$9.11M	Buy	61,917 +2,936	+5%	+$418K	7.52%	4
2020 Q4	$8.33M	Buy	+58,981	New	+$7.99M	7.48%	4

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Freedman Financial Associates's VIG Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2022, closing a stake of 84,480 shares — an estimated $13.8M sold.

Freedman Financial Associates first reported a position in VIG in Q4 2020 and held it in 6 quarters. The position peaked at $13.9M in Q4 2021. 1,686 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

Freedman Financial Associates reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 84,480 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $13.8M.
Freedman Financial Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Vanguard Dividend Appreciation ETF position peaked at $13.9M in Q4 2021.
1,686 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.