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Momentum Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Momentum Advisors’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 		$4.21M Sell
27,697
-236
-0.8% -$35.2K 4.26% 4
2022
Q3 		$3.77M Sell
27,933
-451
-2% -$67.1K 4.17% 4
2022
Q2 		$4.07M Buy
+28,384
New +$4.32M 4.58% 4

Other funds holding VIG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Momentum Advisors's VIG Position: Q4 2022 in Review

Momentum Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.84% in Q4 2022, selling an estimated $35.2K and leaving 27,697 shares worth $4.21M. The position accounts for 4.26% of the portfolio, ranked #4.

Momentum Advisors first reported a position in VIG in Q2 2022 and has held it in 3 quarters since. 1,792 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

  • Momentum Advisors held 27,697 shares of Vanguard Dividend Appreciation ETF worth $4.21M as of Q4 2022.
  • Momentum Advisors sold 236 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $35.2K.
  • Vanguard Dividend Appreciation ETF made up 4.26% of Momentum Advisors's portfolio in Q4 2022, its #4 holding.
  • Momentum Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 3 quarters since.
  • 1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.