Hudson Value Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hudson Value Partners’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	-1,775	Closed	-$276K	–	103
2023 Q3	$276K	Hold	1,775	–	–	0.14%	91
2023 Q2	$288K	Sell	1,775 -22	-1%	-$3.44K	0.15%	94
2023 Q1	$277K	Buy	1,797 +22	+1%	+$3.37K	0.16%	94
2022 Q4	$270K	Hold	1,775	–	–	0.17%	96
2022 Q3	$240K	Buy	1,775 +200	+13%	+$29.8K	0.16%	93
2022 Q2	$226K	Hold	1,575	–	–	0.14%	99
2022 Q1	$255K	Hold	1,575	–	–	0.13%	107
2021 Q4	$271K	Hold	1,575	–	–	0.13%	107
2021 Q3	$242K	Buy	1,575 +175	+13%	+$27.9K	0.13%	107
2021 Q2	$217K	Buy	+1,400	New	+$215K	0.12%	113

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

Hudson Value Partners's VIG Position: Q4 2023 in Review

Hudson Value Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2023, closing a stake of 1,775 shares — an estimated $276K sold.

Hudson Value Partners first reported a position in VIG in Q2 2021 and held it in 10 quarters. The position peaked at $288K in Q2 2023. 2,025 funds tracked by Wall St. Rank hold VIG as of Q4 2023.

Hudson Value Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2023 after selling out during the quarter.
Hudson Value Partners sold 1,775 Vanguard Dividend Appreciation ETF shares in Q4 2023, an estimated $276K.
Hudson Value Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and held it in 10 quarters.
Hudson Value Partners's Vanguard Dividend Appreciation ETF position peaked at $288K in Q2 2023.
2,025 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2023.

Based on Hudson Value Partners's 13F filing for Q4 2023, filed 12 Feb 2024.