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Shilanski & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Shilanski & Associates’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
-4,711
Closed -$637K – 208
2022
Q3 		$637K Buy
+4,711
New +$701K 0.23% 55

Other funds holding VIG

AWA
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shilanski & Associates's VIG Position: Q4 2022 in Review

Shilanski & Associates sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2022, closing a stake of 4,711 shares — an estimated $637K sold.

Shilanski & Associates first reported a position in VIG in Q3 2022 and held it in 1 quarter. The position peaked at $637K in Q3 2022. 1,793 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

  • Shilanski & Associates reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 4,711 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $637K.
  • Shilanski & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's Vanguard Dividend Appreciation ETF position peaked at $637K in Q3 2022.
  • 1,793 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.