Janiczek Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$74.7K	Hold	409	–	–	0.02%	342
2024 Q1	$74.7K	Buy	409 +204	+100%	+$35.8K	0.02%	343
2023 Q4	$35K	Hold	205	–	–	0.01%	452
2023 Q3	$31.9K	Hold	205	–	–	0.01%	440
2023 Q2	$33.3K	Sell	205 -20	-9%	-$3.13K	0.01%	373
2023 Q1	$35.1K	Sell	225 -156	-41%	-$23.9K	0.01%	359
2022 Q4	$59.5K	Sell	381 -2	-0.5%	-$298	0.02%	289
2022 Q3	$52K	Hold	383	–	–	0.02%	299
2022 Q2	$59K	Buy	383 +226	+144%	+$34.4K	0.02%	284
2022 Q1	$25K	Hold	157	–	–	0.01%	417
2021 Q4	$27K	Hold	157	–	–	0.01%	437
2021 Q3	$24K	Hold	157	–	–	0.01%	428
2021 Q2	$24K	Buy	157 +139	+772%	+$21.3K	0.01%	391
2021 Q1	$3K	Hold	18	–	–	﹤0.01%	716
2020 Q4	$3K	Hold	18	–	–	﹤0.01%	659
2020 Q3	$2K	Hold	18	–	–	﹤0.01%	528
2020 Q2	$2K	Hold	18	–	–	﹤0.01%	311
2020 Q1	$2K	Hold	18	–	–	﹤0.01%	136
2019 Q4	$2K	Sell	18 -7	-28%	-$847	﹤0.01%	137
2019 Q3	$3K	Hold	25	–	–	﹤0.01%	136
2019 Q2	$3K	Sell	25 -115	-82%	-$12.9K	﹤0.01%	162
2019 Q1	$15K	Hold	140	–	–	0.01%	104
2018 Q4	$14K	Hold	140	–	–	0.01%	101
2018 Q3	$15K	Hold	140	–	–	0.01%	88
2018 Q2	$14K	Buy	+140	New	+$14.3K	0.01%	92

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janiczek Wealth Management's VIG Position: Q2 2024 in Review

Janiczek Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2024 at 409 shares worth $74.7K. The position accounts for 0.02% of the portfolio, ranked #342.

Janiczek Wealth Management first reported a position in VIG in Q2 2018 and has held it in 25 quarters since. The position peaked at $74.7K in Q1 2024. 2,060 funds tracked by Wall St. Rank hold VIG as of Q2 2024.

Janiczek Wealth Management held 409 shares of Vanguard Dividend Appreciation ETF worth $74.7K as of Q2 2024.
Janiczek Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2024.
Vanguard Dividend Appreciation ETF made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #342 holding.
Janiczek Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and has held it in 25 quarters since.
Janiczek Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $74.7K in Q1 2024.
2,060 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.