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

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

Professional Financial Advisors's VIG Position: Q4 2022 in Review

Professional Financial Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2022, closing a stake of 468 shares — an estimated $63K sold.

Professional Financial Advisors first reported a position in VIG in Q3 2020 and held it in 9 quarters. The position peaked at $80K in Q4 2021. 1,795 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Professional Financial Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 468 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $63K.
Professional Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $80K in Q4 2021.
1,795 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.