M. Kulyk & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

M. Kulyk & Associates’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
2023 Q3	–	Sell	-2,364	Closed	-$384K	–	107
2023 Q2	$384K	Buy	+2,364	New	+$370K	0.11%	81
2022 Q3	–	Sell	-3,556	Closed	-$510K	–	101
2022 Q2	$510K	Buy	3,556 +12	+0.3%	+$1.83K	0.16%	65
2022 Q1	$575K	Hold	3,544	–	–	0.16%	62
2021 Q4	$609K	Buy	3,544 +462	+15%	+$76.2K	0.16%	56
2021 Q3	$473K	Hold	3,082	–	–	0.15%	53
2021 Q2	$477K	Hold	3,082	–	–	0.17%	49
2021 Q1	$453K	Buy	+3,082	New	+$438K	0.17%	55

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

M. Kulyk & Associates's VIG Position: Q3 2023 in Review

M. Kulyk & Associates sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2023, closing a stake of 2,364 shares — an estimated $384K sold.

M. Kulyk & Associates first reported a position in VIG in Q1 2021 and held it in 7 quarters. The position peaked at $609K in Q4 2021. 1,824 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

M. Kulyk & Associates reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2023 after selling out during the quarter.
M. Kulyk & Associates sold 2,364 Vanguard Dividend Appreciation ETF shares in Q3 2023, an estimated $384K.
M. Kulyk & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and held it in 7 quarters.
M. Kulyk & Associates's Vanguard Dividend Appreciation ETF position peaked at $609K in Q4 2021.
1,824 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on M. Kulyk & Associates's 13F filing for Q3 2023, filed 7 Nov 2023.