HC Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

HC Financial 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
2022 Q2	$136K	Buy	948 +19	+2%	+$2.89K	0.09%	88
2022 Q1	$151K	Buy	929 +6	+0.7%	+$968	0.09%	88
2021 Q4	$159K	Buy	923 +905	+5,028%	+$149K	0.09%	90
2021 Q3	$3K	Hold	18	–	–	﹤0.01%	294
2021 Q2	$3K	Hold	18	–	–	﹤0.01%	309
2021 Q1	$3K	Buy	18 +14	+350%	+$1.99K	﹤0.01%	316
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	342
2020 Q3	$1K	Buy	+4	New	+$503	﹤0.01%	364

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HC Financial Advisors's VIG Position: Q2 2022 in Review

HC Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q2 2022, buying an estimated $2.89K and bringing the position to 948 shares worth $136K. The position accounts for 0.09% of the portfolio, ranked #88.

HC Financial Advisors first reported a position in VIG in Q3 2020 and has held it in 8 quarters since. The position peaked at $159K in Q4 2021. 1,687 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

HC Financial Advisors held 948 shares of Vanguard Dividend Appreciation ETF worth $136K as of Q2 2022.
HC Financial Advisors bought 19 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $2.89K.
Vanguard Dividend Appreciation ETF made up 0.09% of HC Financial Advisors's portfolio in Q2 2022, its #88 holding.
HC Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 8 quarters since.
HC Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $159K in Q4 2021.
1,687 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.