Seven Post Investment Office’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Seven Post Investment Office’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 Q3	–	Sell	-5,686	Closed	-$816K	–	52
2022 Q2	$816K	Buy	+5,686	New	+$865K	0.3%	23
2022 Q1	–	Sell	-1,192	Closed	-$205K	–	52
2021 Q4	$205K	Sell	1,192 -489	-29%	-$80.6K	0.06%	49
2021 Q3	$258K	Buy	+1,681	New	+$268K	0.08%	43

Other funds holding VIG

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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 $17.8B AUM 24.16% 1-Year Est. Return

Seven Post Investment Office's VIG Position: Q3 2022 in Review

Seven Post Investment Office sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2022, closing a stake of 5,686 shares — an estimated $816K sold.

Seven Post Investment Office first reported a position in VIG in Q3 2021 and held it in 3 quarters. The position peaked at $816K in Q2 2022. 1,644 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

Seven Post Investment Office reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2022 after selling out during the quarter.
Seven Post Investment Office sold 5,686 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $816K.
Seven Post Investment Office first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and held it in 3 quarters.
Seven Post Investment Office's Vanguard Dividend Appreciation ETF position peaked at $816K in Q2 2022.
1,644 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Seven Post Investment Office's 13F filing for Q3 2022, filed 7 Nov 2022.