Reitz Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Reitz Capital 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	-13,984	Closed	-$1.89M	–	52
2022 Q3	$1.89M	Sell	13,984 -27,411	-66%	-$4.08M	1.73%	13
2022 Q2	$5.94M	Sell	41,395 -5,526	-12%	-$841K	5.32%	5
2022 Q1	$7.61M	Buy	46,921 +10,523	+29%	+$1.7M	5.52%	6
2021 Q4	$5.63M	Sell	36,398 -1,023	-3%	-$169K	3.97%	7
2021 Q3	$5.75M	Buy	37,421 +1,023	+3%	+$163K	4.3%	7
2021 Q2	$5.63M	Buy	36,398 +226	+0.6%	+$34.7K	3.97%	7
2021 Q1	$5.32M	Buy	36,172 +1,100	+3%	+$156K	3.93%	6
2020 Q4	$4.95M	Buy	35,072 +8,175	+30%	+$1.11M	3.98%	7
2020 Q3	$3.46M	Buy	26,897 +6,556	+32%	+$825K	3.14%	7
2020 Q2	$2.38M	Buy	20,341 +5,604	+38%	+$638K	3.03%	8
2020 Q1	$1.52M	Buy	+14,737	New	+$1.76M	1.98%	13

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

Reitz Capital Advisors's VIG Position: Q4 2022 in Review

Reitz Capital Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2022, closing a stake of 13,984 shares — an estimated $1.89M sold.

Reitz Capital Advisors first reported a position in VIG in Q1 2020 and held it in 11 quarters. The position peaked at $7.61M in Q1 2022. 1,795 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Reitz Capital Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2022 after selling out during the quarter.
Reitz Capital Advisors sold 13,984 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $1.89M.
Reitz Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and held it in 11 quarters.
Reitz Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $7.61M in Q1 2022.
1,795 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Reitz Capital Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.