Goldstein Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Goldstein Advisors’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 Q4	–	Sell	-1,400	Closed	-$218K	–	182
2023 Q3	$218K	Buy	1,400 +18	+1%	+$2.92K	0.05%	132
2023 Q2	$224K	Sell	1,382 -170	-11%	-$26.6K	0.05%	132
2023 Q1	$239K	Buy	+1,552	New	+$238K	0.05%	118

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldstein Advisors's VIG Position: Q4 2023 in Review

Goldstein Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2023, closing a stake of 1,400 shares — an estimated $218K sold.

Goldstein Advisors first reported a position in VIG in Q1 2023 and held it in 3 quarters. The position peaked at $239K in Q1 2023. 2,025 funds tracked by Wall St. Rank hold VIG as of Q4 2023.

Goldstein Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2023 after selling out during the quarter.
Goldstein Advisors sold 1,400 Vanguard Dividend Appreciation ETF shares in Q4 2023, an estimated $218K.
Goldstein Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and held it in 3 quarters.
Goldstein Advisors's Vanguard Dividend Appreciation ETF position peaked at $239K in Q1 2023.
2,025 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2023.

Based on Goldstein Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.