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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Peak Asset Management's VIG Position: Q4 2022 in Review

Peak Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2022, closing a stake of 2,944 shares — an estimated $398K sold.

Peak Asset Management first reported a position in VIG in Q3 2020 and held it in 9 quarters. The position peaked at $602K in Q4 2020. 1,795 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Peak Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2022 after selling out during the quarter.
Peak Asset Management sold 2,944 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $398K.
Peak Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and held it in 9 quarters.
Peak Asset Management's Vanguard Dividend Appreciation ETF position peaked at $602K in Q4 2020.
1,795 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Peak Asset Management's 13F filing for Q4 2022, filed 30 Jan 2023.