Harfst & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Harfst & 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	-1,296	Closed	-$210K	–	118
2022 Q1	$210K	Hold	1,296	–	–	0.05%	115
2021 Q4	$222K	Buy	+1,296	New	+$214K	0.06%	116
2021 Q3	–	Sell	-1,296	Closed	-$200K	–	135
2021 Q2	$200K	Buy	+1,296	New	+$199K	0.06%	131
2017 Q4	–	Sell	-2,412	Closed	-$228K	–	89
2017 Q3	$228K	Sell	2,412 -760	-24%	-$70.9K	0.09%	78
2017 Q2	$293K	Hold	3,172	–	–	0.12%	73
2017 Q1	$285K	Buy	3,172 +732	+30%	+$64.9K	0.12%	50
2016 Q4	$207K	Hold	2,440	–	–	0.1%	63
2016 Q3	$204K	Hold	2,440	–	–	0.11%	71
2016 Q2	$203K	Sell	2,440 -340	-12%	-$27.8K	0.08%	101
2016 Q1	$225K	Hold	2,780	–	–	0.15%	64
2015 Q4	$216K	Sell	2,780 -100	-3%	-$7.8K	0.09%	89
2015 Q3	$212K	Hold	2,880	–	–	0.09%	90
2015 Q2	$226K	Buy	+2,880	New	+$233K	0.13%	63

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

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

Harfst & Associates's VIG Position: Q2 2022 in Review

Harfst & Associates sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2022, closing a stake of 1,296 shares — an estimated $210K sold.

Harfst & Associates first reported a position in VIG in Q2 2015 and held it in 13 quarters. The position peaked at $293K in Q2 2017. 1,689 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

Harfst & Associates reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2022 after selling out during the quarter.
Harfst & Associates sold 1,296 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $210K.
Harfst & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q2 2015 and held it in 13 quarters.
Harfst & Associates's Vanguard Dividend Appreciation ETF position peaked at $293K in Q2 2017.
1,689 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Harfst & Associates's 13F filing for Q2 2022, filed 28 Jul 2022.