Life Planning Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Life Planning Partners’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 Q1	–	Sell	-248	Closed	-$42.3K	–	237
2023 Q4	$42.3K	Buy	+248	New	+$39.9K	0.04%	111
2022 Q3	$33.5K	Hold	248	–	–	0.04%	100
2022 Q2	$36K	Sell	248 -79	-24%	-$12K	0.04%	101
2022 Q1	$53K	Hold	327	–	–	0.05%	87
2021 Q4	$56K	Buy	+327	New	+$53.9K	0.06%	85

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

RJA

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

Life Planning Partners's VIG Position: Q1 2024 in Review

Life Planning Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 248 shares — an estimated $42.3K sold.

Life Planning Partners first reported a position in VIG in Q4 2021 and held it in 5 quarters. The position peaked at $56K in Q4 2021. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

Life Planning Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 248 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $42.3K.
Life Planning Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 5 quarters.
Life Planning Partners's Vanguard Dividend Appreciation ETF position peaked at $56K in Q4 2021.
2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.