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Portfolio Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Portfolio Strategies’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
Q1 		– Sell
-312,532
Closed -$47.4M – 55
2022
Q4 		$47.4M Buy
312,532
+312,332
+156,166% +$46.6M 10.58% 1
2022
Q3 		$8.25M Buy
+200
New +$29.8K 2.12% 17

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Portfolio Strategies's VIG Position: Q1 2023 in Review

Portfolio Strategies sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2023, closing a stake of 312,532 shares — an estimated $47.4M sold.

Portfolio Strategies first reported a position in VIG in Q3 2022 and held it in 2 quarters. The position peaked at $47.4M in Q4 2022. 1,779 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

  • Portfolio Strategies reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
  • Portfolio Strategies sold 312,532 Vanguard Dividend Appreciation ETF shares in Q1 2023, an estimated $47.4M.
  • Portfolio Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and held it in 2 quarters.
  • Portfolio Strategies's Vanguard Dividend Appreciation ETF position peaked at $47.4M in Q4 2022.
  • 1,779 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Portfolio Strategies's 13F filing for Q1 2023, filed 5 May 2023.