Peak Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Peak Asset Management’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	–	Sell	-2,944	Closed	-$398K	–	141
2022 Q3	$398K	Hold	2,944	–	–	0.11%	97
2022 Q2	$422K	Sell	2,944 -250	-8%	-$38K	0.12%	95
2022 Q1	$518K	Sell	3,194 -46	-1%	-$7.42K	0.12%	89
2021 Q4	$556K	Hold	3,240	–	–	0.13%	92
2021 Q3	$498K	Hold	3,240	–	–	0.12%	93
2021 Q2	$502K	Hold	3,240	–	–	0.12%	94
2021 Q1	$477K	Sell	3,240 -1,024	-24%	-$146K	0.12%	104
2020 Q4	$602K	Hold	4,264	–	–	0.16%	83
2020 Q3	$549K	Buy	+4,264	New	+$536K	0.16%	78

Other funds holding VIG

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return