Kowal Investment Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kowal Investment Group’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 Q3	$254K	Sell	1,281 -1,646	-56%	-$313K	0.05%	173
2024 Q2	$534K	Sell	2,927 -172	-6%	-$31K	0.11%	101
2024 Q1	$566K	Sell	3,099 -8	-0.3%	-$1.41K	0.12%	94
2023 Q4	$529K	Sell	3,107 -534	-15%	-$85.9K	0.12%	90
2023 Q3	$566K	Sell	3,641 -100	-3%	-$16.2K	0.15%	77
2023 Q2	$608K	Sell	3,741 -657	-15%	-$103K	0.16%	69
2023 Q1	$677K	Buy	4,398 +2,713	+161%	+$416K	0.19%	63
2022 Q4	$256K	Buy	+1,685	New	+$251K	0.08%	131
2021 Q4	–	Sell	-207	Closed	-$32K	–	907
2021 Q3	$32K	Buy	+207	New	+$33K	0.01%	302

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

RJA

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

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

Kowal Investment Group's VIG Position: Q3 2024 in Review

Kowal Investment Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 56% in Q3 2024, selling an estimated $313K and leaving 1,281 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #173.

Kowal Investment Group first reported a position in VIG in Q3 2021 and has held it in 9 quarters since. The position peaked at $677K in Q1 2023. 2,101 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

Kowal Investment Group held 1,281 shares of Vanguard Dividend Appreciation ETF worth $254K as of Q3 2024.
Kowal Investment Group sold 1,646 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $313K.
Vanguard Dividend Appreciation ETF made up 0.05% of Kowal Investment Group's portfolio in Q3 2024, its #173 holding.
Kowal Investment Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 9 quarters since.
Kowal Investment Group's Vanguard Dividend Appreciation ETF position peaked at $677K in Q1 2023.
2,101 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.