Karn Couzens & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Karn Couzens & Associates’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 Q1	$9.52M	Sell	58,677 -83	-0.1%	-$13.4K	6.04%	4
2021 Q4	$10.1M	Buy	58,760 +943	+2%	+$155K	6.92%	3
2021 Q3	$8.88M	Buy	57,817 +1,178	+2%	+$188K	6.77%	4
2021 Q2	$8.77M	Buy	56,639 +2,992	+6%	+$459K	6.8%	4
2021 Q1	$7.89M	Buy	53,647 +576	+1%	+$81.9K	7.09%	3
2020 Q4	$7.49M	Buy	+53,071	New	+$7.19M	7.1%	3

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

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

Karn Couzens & Associates's VIG Position: Q1 2022 in Review

Karn Couzens & Associates reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.14% in Q1 2022, selling an estimated $13.4K and leaving 58,677 shares worth $9.52M. The position accounts for 6.04% of the portfolio, ranked #4.

Karn Couzens & Associates first reported a position in VIG in Q4 2020 and has held it in 6 quarters since. The position peaked at $10.1M in Q4 2021. 1,720 funds tracked by Wall St. Rank hold VIG as of Q1 2022.

Karn Couzens & Associates held 58,677 shares of Vanguard Dividend Appreciation ETF worth $9.52M as of Q1 2022.
Karn Couzens & Associates sold 83 Vanguard Dividend Appreciation ETF shares in Q1 2022, an estimated $13.4K.
Vanguard Dividend Appreciation ETF made up 6.04% of Karn Couzens & Associates's portfolio in Q1 2022, its #4 holding.
Karn Couzens & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's Vanguard Dividend Appreciation ETF position peaked at $10.1M in Q4 2021.
1,720 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.