Personal Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.34M | Buy |
21,995
+429
| +2% | +$63.9K | 0.02% | 199 |
|
|
2022
Q3 | $2.92M | Buy |
21,566
+578
| +3% | +$86K | 0.02% | 194 |
|
|
2022
Q2 | $3.01M | Sell |
20,988
-248
| -1% | -$37.7K | 0.02% | 195 |
|
|
2022
Q1 | $3.44M | Sell |
21,236
-2,412
| -10% | -$389K | 0.02% | 203 |
|
|
2021
Q4 | $4.03M | Buy |
23,648
+2,460
| +12% | +$405K | 0.02% | 209 |
|
|
2021
Q3 | $3.25M | Buy |
21,188
+903
| +4% | +$144K | 0.02% | 210 |
|
|
2021
Q2 | $3.14M | Sell |
20,285
-957
| -5% | -$147K | 0.02% | 212 |
|
|
2021
Q1 | $3.12M | Buy |
21,242
+1,741
| +9% | +$248K | 0.02% | 212 |
|
|
2020
Q4 | $2.75M | Buy |
19,501
+1,120
| +6% | +$152K | 0.02% | 215 |
|
|
2020
Q3 | $2.37M | Sell |
18,381
-121
| -0.7% | -$15.2K | 0.02% | 224 |
|
|
2020
Q2 | $2.17M | Sell |
18,502
-618
| -3% | -$70.3K | 0.02% | 209 |
|
|
2020
Q1 | $1.73M | Sell |
19,120
-2,720
| -12% | -$325K | 0.02% | 212 |
|
|
2019
Q4 | $2.72M | Buy |
21,840
+4,173
| +24% | +$505K | 0.02% | 191 |
|
|
2019
Q3 | $2.11M | Buy |
17,667
+1,368
| +8% | +$161K | 0.02% | 190 |
|
|
2019
Q2 | $1.88M | Buy |
16,299
+9,886
| +154% | +$1.11M | 0.02% | 189 |
|
|
2019
Q1 | $703K | Sell |
6,413
-65
| -1% | -$6.85K | 0.01% | 222 |
|
|
2018
Q4 | $635K | Buy |
6,478
+4,253
| +191% | +$444K | 0.01% | 216 |
|
|
2018
Q3 | $246K | Buy |
+2,225
| New | +$239K | ﹤0.01% | 270 |
|
|
2018
Q1 | – | Sell |
-2,424
| Closed | -$247K | – | 277 |
|
|
2017
Q4 | $247K | Buy |
2,424
+272
| +13% | +$26.8K | ﹤0.01% | 223 |
|
|
2017
Q3 | $204K | Buy |
+2,152
| New | +$201K | ﹤0.01% | 221 |
|
|
2016
Q4 | – | Sell |
-3,626
| Closed | -$302K | – | 180 |
|
|
2016
Q3 | $302K | Buy |
3,626
+115
| +3% | +$9.75K | 0.01% | 150 |
|
|
2016
Q2 | $292K | Buy |
3,511
+124
| +4% | +$10.1K | 0.01% | 153 |
|
|
2016
Q1 | $275K | Sell |
3,387
-349
| -9% | -$26.8K | 0.01% | 144 |
|
|
2015
Q4 | $291K | Buy |
3,736
+92
| +3% | +$7.18K | 0.02% | 140 |
|
|
2015
Q3 | $269K | Buy |
3,644
+573
| +19% | +$44.4K | 0.02% | 137 |
|
|
2015
Q2 | $241K | Buy |
+3,071
| New | +$249K | 0.02% | 136 |
|
|
2015
Q1 | – | Sell |
-2,944
| Closed | -$239K | – | 145 |
|
|
2014
Q4 | $239K | Sell |
2,944
-633
| -18% | -$50.1K | 0.02% | 133 |
|
|
2014
Q3 | $275K | Buy |
3,577
+24
| +0.7% | +$1.86K | 0.04% | 129 |
|
|
2014
Q2 | $277K | Sell |
3,553
-237
| -6% | -$18.1K | 0.05% | 83 |
|
|
2014
Q1 | $285K | Buy |
3,790
+230
| +6% | +$17K | 0.06% | 82 |
|
|
2013
Q4 | $268K | Buy |
+3,560
| New | +$259K | 0.09% | 82 |
|
Other funds holding VIG
JMPWA
HWM
Personal Capital Advisors's VIG Position: Q4 2022 in Review
Personal Capital Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q4 2022, buying an estimated $63.9K and bringing the position to 21,995 shares worth $3.34M. The position accounts for 0.02% of the portfolio, ranked #199.
Personal Capital Advisors first reported a position in VIG in Q4 2013 and has held it in 31 quarters since. The position peaked at $4.03M in Q4 2021. 1,795 funds tracked by Wall St. Rank hold VIG as of Q4 2022.
- Personal Capital Advisors held 21,995 shares of Vanguard Dividend Appreciation ETF worth $3.34M as of Q4 2022.
- Personal Capital Advisors bought 429 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $63.9K.
- Vanguard Dividend Appreciation ETF made up 0.02% of Personal Capital Advisors's portfolio in Q4 2022, its #199 holding.
- Personal Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 31 quarters since.
- Personal Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $4.03M in Q4 2021.
- 1,795 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.
Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.