LifePro Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

LifePro Asset Management’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 Q3	–	Sell	-21,947	Closed	-$3.15M	–	128
2022 Q2	$3.15M	Sell	21,947 -13,397	-38%	-$2.04M	1.63%	25
2022 Q1	$5.73M	Sell	35,344 -4,137	-10%	-$667K	2.06%	23
2021 Q4	$6.78M	Buy	39,481 +623	+2%	+$103K	2.01%	26
2021 Q3	$5.97M	Sell	38,858 -308	-0.8%	-$49.1K	1.81%	24
2021 Q2	$6.06M	Buy	39,166 +2,105	+6%	+$323K	1.79%	24
2021 Q1	$5.45M	Buy	37,061 +6,668	+22%	+$949K	1.72%	21
2020 Q4	$4.29M	Buy	30,393 +4,104	+16%	+$556K	1.33%	24
2020 Q3	$3.38M	Buy	26,289 +4,722	+22%	+$594K	1.73%	19
2020 Q2	$2.53M	Buy	+21,567	New	+$2.46M	2.18%	17

Other funds holding VIG

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HWM

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

LifePro Asset Management's VIG Position: Q3 2022 in Review

LifePro Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2022, closing a stake of 21,947 shares — an estimated $3.15M sold.

LifePro Asset Management first reported a position in VIG in Q2 2020 and held it in 9 quarters. The position peaked at $6.78M in Q4 2021. 1,643 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

LifePro Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2022 after selling out during the quarter.
LifePro Asset Management sold 21,947 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $3.15M.
LifePro Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and held it in 9 quarters.
LifePro Asset Management's Vanguard Dividend Appreciation ETF position peaked at $6.78M in Q4 2021.
1,643 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on LifePro Asset Management's 13F filing for Q3 2022, filed 4 Nov 2022.