IMA Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

IMA Advisory Services’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 Q4	–	Sell	-55	Closed	-$7K	–	414
2022 Q3	$7K	Hold	55	–	–	﹤0.01%	268
2022 Q2	$8K	Hold	55	–	–	﹤0.01%	269
2022 Q1	$9K	Hold	55	–	–	﹤0.01%	248
2021 Q4	$9K	Sell	55 -93	-63%	-$15.3K	﹤0.01%	261
2021 Q3	$23K	Sell	148 -6	-4%	-$956	0.01%	189
2021 Q2	$24K	Sell	154 -190	-55%	-$29.2K	0.01%	184
2021 Q1	$51K	Buy	+344	New	+$48.9K	0.01%	155
2018 Q3	–	Sell	-200	Closed	-$20K	–	461
2018 Q2	$20K	Buy	+200	New	+$20.4K	0.01%	217

Other funds holding VIG

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America

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 $501B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return