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Optimum Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Optimum Investment 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
Q3 		– Sell
-17
Closed -$2K – 892
2022
Q2 		$2K Hold
17
– – ﹤0.01% 767
2022
Q1 		$3K Sell
17
-168
-91% -$27.1K ﹤0.01% 775
2021
Q4 		$32K Buy
185
+168
+988% +$27.7K 0.01% 540
2021
Q3 		$3K Hold
17
– – ﹤0.01% 787
2021
Q2 		$3K Hold
17
– – ﹤0.01% 853
2021
Q1 		$3K Sell
17
-18
-51% -$2.56K ﹤0.01% 855
2020
Q4 		$5K Sell
35
-135
-79% -$18.3K ﹤0.01% 788
2020
Q3 		$22K Sell
170
-73
-30% -$9.18K 0.01% 595
2020
Q2 		$28K Sell
243
-1,555
-86% -$177K 0.01% 543
2020
Q1 		$186K Sell
1,798
-9,342
-84% -$1.11M 0.08% 228
2019
Q4 		$1.39M Buy
11,140
+880
+9% +$106K 0.41% 57
2019
Q3 		$1.23M Buy
10,260
+4,815
+88% +$568K 0.39% 62
2019
Q2 		$627K Buy
5,445
+365
+7% +$40.9K 0.2% 127
2019
Q1 		$557K Hold
5,080
– – 0.18% 136
2018
Q4 		$498K Buy
5,080
+2,294
+82% +$239K 0.17% 144
2018
Q3 		$308K Buy
2,786
+288
+12% +$31K 0.09% 227
2018
Q2 		$254K Buy
2,498
+1
+0% +$102 0.07% 262
2018
Q1 		$252K Buy
2,497
+4
+0.2% +$415 0.07% 251
2017
Q4 		$254K Buy
2,493
+316
+15% +$31.1K 0.08% 258
2017
Q3 		$206K Buy
2,177
+3
+0.1% +$280 0.07% 277
2017
Q2 		$201K Buy
+2,174
New +$199K 0.07% 277
2015
Q1 		$174K Buy
2,160
+887
+70% +$72K 0.06% 307
2014
Q4 		$103K Buy
1,273
+45
+4% +$3.56K 0.03% 359
2014
Q3 		$94K Hold
1,228
– – 0.03% 357
2014
Q2 		$96K Buy
1,228
+13
+1% +$994 0.03% 350
2014
Q1 		$91K Buy
1,215
+500
+70% +$36.9K 0.03% 315
2013
Q4 		$54K Buy
715
+190
+36% +$13.8K 0.02% 387
2013
Q3 		$37K Buy
+525
New +$36.3K 0.02% 408

Other funds holding VIG

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Optimum Investment Advisors's VIG Position: Q3 2022 in Review

Optimum Investment Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2022, closing a stake of 17 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in VIG in Q3 2013 and held it in 28 quarters. The position peaked at $1.39M in Q4 2019. 1,644 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

  • Optimum Investment Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 17 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $2K.
  • Optimum Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2013 and held it in 28 quarters.
  • Optimum Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.39M in Q4 2019.
  • 1,644 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Optimum Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.