Laurel Wealth Advisors (California)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Laurel Wealth Advisors (California)’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	$1.81M	Buy	11,922 +384	+3%	+$57.2K	0.18%	132
2022 Q3	$1.56M	Buy	11,538 +460	+4%	+$68.5K	0.17%	137
2022 Q2	$1.59M	Sell	11,078 -2,370	-18%	-$361K	0.16%	138
2022 Q1	$2.18M	Sell	13,448 -4,415	-25%	-$712K	0.18%	122
2021 Q4	$3.07M	Buy	17,863 +5,551	+45%	+$915K	0.24%	98
2021 Q3	$1.89M	Sell	12,312 -377	-3%	-$60.1K	0.35%	57
2021 Q2	$1.96M	Buy	12,689 +1,244	+11%	+$191K	0.25%	96
2021 Q1	$1.68M	Sell	11,445 -15,969	-58%	-$2.27M	0.25%	93
2020 Q4	$3.87M	Buy	27,414 +198	+0.7%	+$26.8K	0.57%	37
2020 Q3	$3.5M	Buy	27,216 +20	+0.1%	+$2.52K	0.58%	43
2020 Q2	$3.19M	Buy	27,196 +3,027	+13%	+$345K	0.58%	40
2020 Q1	$2.5M	Sell	24,169 -739	-3%	-$88.2K	0.57%	43
2019 Q4	$3.1M	Sell	24,908 -10,646	-30%	-$1.29M	0.52%	48
2019 Q3	$4.25M	Buy	35,554 +10,422	+41%	+$1.23M	0.73%	32
2019 Q2	$2.89M	Buy	25,132 +657	+3%	+$73.7K	0.63%	35
2019 Q1	$2.68M	Buy	24,475 +2,039	+9%	+$215K	0.66%	33
2018 Q4	$2.2M	Sell	22,436 -978	-4%	-$102K	0.65%	39
2018 Q3	$2.59M	Buy	23,414 +2,178	+10%	+$234K	0.64%	37
2018 Q2	$2.16M	Buy	21,236 +15,267	+256%	+$1.56M	0.58%	42
2018 Q1	$603K	Buy	5,969 +365	+7%	+$37.8K	0.19%	125
2017 Q4	$571K	Buy	5,604 +1,082	+24%	+$107K	0.16%	152
2017 Q3	$428K	Buy	4,522 +10	+0.2%	+$933	0.14%	170
2017 Q2	$418K	Sell	4,512 -431	-9%	-$39.5K	0.15%	172
2017 Q1	$444K	Buy	4,943 +445	+10%	+$39.4K	0.17%	153
2016 Q4	$383K	Buy	4,498 +1,092	+32%	+$91.8K	0.17%	153
2016 Q3	$286K	Buy	3,406 +8	+0.2%	+$678	0.14%	182
2016 Q2	$283K	Sell	3,398 -219	-6%	-$17.9K	0.14%	178
2016 Q1	$294K	Buy	3,617 +769	+27%	+$59K	0.15%	173
2015 Q4	$221K	Buy	+2,848	New	+$222K	0.11%	212

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VIG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.3% in Q4 2022, buying an estimated $57.2K and bringing the position to 11,922 shares worth $1.81M. The position accounts for 0.18% of the portfolio, ranked #132.

Laurel Wealth Advisors (California) first reported a position in VIG in Q4 2015 and has held it in 29 quarters since. The position peaked at $4.25M in Q3 2019. 1,795 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Laurel Wealth Advisors (California) held 11,922 shares of Vanguard Dividend Appreciation ETF worth $1.81M as of Q4 2022.
Laurel Wealth Advisors (California) bought 384 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $57.2K.
Vanguard Dividend Appreciation ETF made up 0.18% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #132 holding.
Laurel Wealth Advisors (California) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 29 quarters since.
Laurel Wealth Advisors (California)'s Vanguard Dividend Appreciation ETF position peaked at $4.25M in Q3 2019.
1,795 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.