PCA Investment Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

PCA Investment Advisory Services’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	-664	Closed	-$108K	–	403
2023 Q2	$108K	Buy	+664	New	+$104K	0.06%	185

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

PCA Investment Advisory Services's VIG Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2023, closing a stake of 664 shares — an estimated $108K sold.

PCA Investment Advisory Services first reported a position in VIG in Q2 2023 and held it in 1 quarter. The position peaked at $108K in Q2 2023. 1,824 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

PCA Investment Advisory Services reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 664 Vanguard Dividend Appreciation ETF shares in Q3 2023, an estimated $108K.
PCA Investment Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $108K in Q2 2023.
1,824 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.