S.E.E.D. Planning Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

S.E.E.D. Planning Group’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	-2,300	Closed	-$349K	–	91
2022 Q4	$349K	Hold	2,300	–	–	0.15%	61
2022 Q3	$311K	Hold	2,300	–	–	0.15%	61
2022 Q2	$330K	Hold	2,300	–	–	0.15%	59
2022 Q1	$373K	Hold	2,300	–	–	0.16%	59
2021 Q4	$395K	Hold	2,300	–	–	0.17%	59
2021 Q3	$353K	Buy	2,300 +700	+44%	+$112K	0.17%	58
2021 Q2	$248K	Sell	1,600 -2	-0.1%	-$307	0.12%	71
2021 Q1	$236K	Buy	1,602 +2	+0.1%	+$285	0.13%	70
2020 Q4	$226K	Buy	+1,600	New	+$217K	0.14%	64

Other funds holding VIG

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 $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

S.E.E.D. Planning Group's VIG Position: Q1 2023 in Review

S.E.E.D. Planning Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2023, closing a stake of 2,300 shares — an estimated $349K sold.

S.E.E.D. Planning Group first reported a position in VIG in Q4 2020 and held it in 9 quarters. The position peaked at $395K in Q4 2021. 1,779 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

S.E.E.D. Planning Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
S.E.E.D. Planning Group sold 2,300 Vanguard Dividend Appreciation ETF shares in Q1 2023, an estimated $349K.
S.E.E.D. Planning Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and held it in 9 quarters.
S.E.E.D. Planning Group's Vanguard Dividend Appreciation ETF position peaked at $395K in Q4 2021.
1,779 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2023, filed 13 Apr 2023.