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Koss-Olinger Consulting’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-1,200
Closed -$206K – 235
2021
Q4 		$206K Buy
+1,200
New +$198K 0.03% 187

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Koss-Olinger Consulting's VIG Position: Q1 2022 in Review

Koss-Olinger Consulting sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2022, closing a stake of 1,200 shares — an estimated $206K sold.

Koss-Olinger Consulting first reported a position in VIG in Q4 2021 and held it in 1 quarter. The position peaked at $206K in Q4 2021. 1,720 funds tracked by Wall St. Rank hold VIG as of Q1 2022.

  • Koss-Olinger Consulting reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 1,200 Vanguard Dividend Appreciation ETF shares in Q1 2022, an estimated $206K.
  • Koss-Olinger Consulting first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 1 quarter.
  • Koss-Olinger Consulting's Vanguard Dividend Appreciation ETF position peaked at $206K in Q4 2021.
  • 1,720 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2022.

Based on Koss-Olinger Consulting's 13F filing for Q1 2022, filed 6 May 2022.