New England Guild Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

New England Guild Wealth 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	$2.22M	Buy	14,609 +1	+0%	+$149	1.17%	22
2022 Q3	$1.97M	Sell	14,608 -566	-4%	-$84.2K	1.19%	25
2022 Q2	$2.18M	Sell	15,174 -465	-3%	-$70.8K	1.34%	25
2022 Q1	$2.54M	Buy	15,639 +1	+0%	+$161	1.34%	24
2021 Q4	$2.69M	Buy	15,638 +926	+6%	+$153K	1.34%	23
2021 Q3	$2.26M	Sell	14,712 -824	-5%	-$131K	1.2%	27
2021 Q2	$2.4M	Sell	15,536 -540	-3%	-$82.9K	1.3%	24
2021 Q1	$2.36M	Sell	16,076 -1,262	-7%	-$180K	1.33%	23
2020 Q4	$2.45M	Buy	17,338 +1	+0%	+$136	1.45%	23
2020 Q3	$2.23M	Sell	17,337 -505	-3%	-$63.5K	1.56%	21
2020 Q2	$2.09M	Sell	17,842 -1,837	-9%	-$209K	1.54%	21
2020 Q1	$2.04M	Buy	19,679 +6,843	+53%	+$817K	1.83%	18
2019 Q4	$1.6M	Sell	12,836 -1,713	-12%	-$207K	1.15%	25
2019 Q3	$1.74M	Buy	14,549 +187	+1%	+$22.1K	1.25%	24
2019 Q2	$1.65M	Sell	14,362 -13	-0.1%	-$1.46K	1.23%	24
2019 Q1	$1.58M	Buy	14,375 +510	+4%	+$53.8K	1.19%	24
2018 Q4	$1.36M	Sell	13,865 -28	-0.2%	-$2.92K	1.14%	26
2018 Q3	$1.54M	Sell	13,893 -530	-4%	-$57K	1.39%	21
2018 Q2	$1.47M	Buy	14,423 +6	+0%	+$612	1.34%	20
2018 Q1	$1.46M	Sell	14,417 -149	-1%	-$15.4K	1.38%	20
2017 Q4	$1.49M	Buy	+14,566	New	+$1.43M	1.42%	20

Other funds holding VIG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

New England Guild Wealth Advisors's VIG Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.01% in Q4 2022, buying an estimated $149 and bringing the position to 14,609 shares worth $2.22M. The position accounts for 1.17% of the portfolio, ranked #22.

New England Guild Wealth Advisors first reported a position in VIG in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.69M in Q4 2021. 1,792 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

New England Guild Wealth Advisors held 14,609 shares of Vanguard Dividend Appreciation ETF worth $2.22M as of Q4 2022.
New England Guild Wealth Advisors bought 1 Vanguard Dividend Appreciation ETF share in Q4 2022, an estimated $149.
Vanguard Dividend Appreciation ETF made up 1.17% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #22 holding.
New England Guild Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 21 quarters since.
New England Guild Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.69M in Q4 2021.
1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.