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Prism Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Prism Advisors’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
-10,055
Closed -$1.36M – 54
2022
Q3 		$1.36M Buy
+10,055
New +$1.5M 0.55% 28

Other funds holding VIG

AWA
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
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
JMPWA
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 $570B AUM 27.57% 1-Year Est. Return

Prism Advisors's VIG Position: Q4 2022 in Review

Prism Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2022, closing a stake of 10,055 shares — an estimated $1.36M sold.

Prism Advisors first reported a position in VIG in Q3 2022 and held it in 1 quarter. The position peaked at $1.36M in Q3 2022. 1,792 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

  • Prism Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2022 after selling out during the quarter.
  • Prism Advisors sold 10,055 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $1.36M.
  • Prism Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and held it in 1 quarter.
  • Prism Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.36M in Q3 2022.
  • 1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Prism Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.