Integrity Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Integrity Advisory’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	$1.69M	Buy	11,104 +1,814	+20%	+$270K	1.54%	18
2022 Q3	$1.26M	Buy	+9,290	New	+$1.38M	1.17%	17
2022 Q2	–	Sell	-1,268	Closed	-$206K	–	83
2022 Q1	$206K	Buy	+1,268	New	+$205K	0.2%	71

Other funds holding VIG

AWA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JMPWA

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

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

Integrity Advisory's VIG Position: Q4 2022 in Review

Integrity Advisory increased its Vanguard Dividend Appreciation ETF (VIG) stake by 20% in Q4 2022, buying an estimated $270K and bringing the position to 11,104 shares worth $1.69M. The position accounts for 1.54% of the portfolio, ranked #18.

Integrity Advisory first reported a position in VIG in Q1 2022 and has held it in 3 quarters since. 1,792 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Integrity Advisory held 11,104 shares of Vanguard Dividend Appreciation ETF worth $1.69M as of Q4 2022.
Integrity Advisory bought 1,814 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $270K.
Vanguard Dividend Appreciation ETF made up 1.54% of Integrity Advisory's portfolio in Q4 2022, its #18 holding.
Integrity Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 3 quarters since.
1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.