Paladin Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Paladin Advisory Group’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 Q4	–	Sell	-61	Closed	-$9.49K	–	258
2023 Q3	$9.49K	Hold	61	–	–	0.01%	213
2023 Q2	$9.87K	Hold	61	–	–	0.01%	217
2023 Q1	$9.36K	Buy	+61	New	+$9.35K	0.01%	218
2022 Q2	–	Sell	-59	Closed	-$8.98K	–	513
2022 Q1	$9K	Buy	+59	New	+$9.52K	0.01%	232

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

HWM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Paladin Advisory Group's VIG Position: Q4 2023 in Review

Paladin Advisory Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2023, closing a stake of 61 shares — an estimated $9.49K sold.

Paladin Advisory Group first reported a position in VIG in Q1 2022 and held it in 4 quarters. The position peaked at $9.87K in Q2 2023. 2,021 funds tracked by Wall St. Rank hold VIG as of Q4 2023.

Paladin Advisory Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2023 after selling out during the quarter.
Paladin Advisory Group sold 61 Vanguard Dividend Appreciation ETF shares in Q4 2023, an estimated $9.49K.
Paladin Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and held it in 4 quarters.
Paladin Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $9.87K in Q2 2023.
2,021 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2023.

Based on Paladin Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.