Professional Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Professional Financial 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	-468	Closed	-$63K	–	447
2022 Q3	$63K	Hold	468	–	–	0.04%	129
2022 Q2	$67K	Hold	468	–	–	0.04%	129
2022 Q1	$76K	Hold	468	–	–	0.03%	118
2021 Q4	$80K	Hold	468	–	–	0.03%	144
2021 Q3	$72K	Hold	468	–	–	0.04%	124
2021 Q2	$72K	Buy	468 +19	+4%	+$2.92K	0.04%	130
2021 Q1	$66K	Hold	449	–	–	0.04%	119
2020 Q4	$63K	Hold	449	–	–	0.05%	113
2020 Q3	$56K	Buy	+449	New	+$56.5K	0.05%	110

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