Gunderson Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gunderson Capital Management’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	-2,000	Closed	-$311K	–	57
2023 Q3	$311K	Sell	2,000 -1,680	-46%	-$272K	0.21%	43
2023 Q2	$598K	Hold	3,680	–	–	0.4%	32
2023 Q1	$567K	Hold	3,680	–	–	0.42%	34
2022 Q4	$559K	Buy	+3,680	New	+$548K	1.02%	18

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gunderson Capital Management's VIG Position: Q4 2023 in Review

Gunderson Capital Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2023, closing a stake of 2,000 shares — an estimated $311K sold.

Gunderson Capital Management first reported a position in VIG in Q4 2022 and held it in 4 quarters. The position peaked at $598K in Q2 2023. 2,021 funds tracked by Wall St. Rank hold VIG as of Q4 2023.

Gunderson Capital Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2023 after selling out during the quarter.
Gunderson Capital Management sold 2,000 Vanguard Dividend Appreciation ETF shares in Q4 2023, an estimated $311K.
Gunderson Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and held it in 4 quarters.
Gunderson Capital Management's Vanguard Dividend Appreciation ETF position peaked at $598K in Q2 2023.
2,021 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2023.

Based on Gunderson Capital Management's 13F filing for Q4 2023, filed 5 Jan 2024.