Sowa Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sowa Financial 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
2022 Q2	–	Sell	-3,033	Closed	-$492K	–	62
2022 Q1	$492K	Sell	3,033 -62	-2%	-$10K	0.29%	41
2021 Q4	$532K	Sell	3,095 -107	-3%	-$17.6K	0.31%	38
2021 Q3	$492K	Buy	3,202 +14	+0.4%	+$2.23K	0.32%	38
2021 Q2	$493K	Sell	3,188 -19	-0.6%	-$2.92K	0.37%	38
2021 Q1	$472K	Sell	3,207 -35	-1%	-$4.98K	0.33%	40
2020 Q4	$458K	Hold	3,242	–	–	0.31%	39
2020 Q3	$417K	Hold	3,242	–	–	0.3%	41
2020 Q2	$380K	Hold	3,242	–	–	0.29%	40
2020 Q1	$335K	Sell	3,242 -63	-2%	-$7.52K	0.29%	41
2019 Q4	$412K	Buy	+3,305	New	+$400K	0.34%	42

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Sowa Financial Group's VIG Position: Q2 2022 in Review

Sowa Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2022, closing a stake of 3,033 shares — an estimated $492K sold.

Sowa Financial Group first reported a position in VIG in Q4 2019 and held it in 10 quarters. The position peaked at $532K in Q4 2021. 1,686 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

Sowa Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2022 after selling out during the quarter.
Sowa Financial Group sold 3,033 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $492K.
Sowa Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 10 quarters.
Sowa Financial Group's Vanguard Dividend Appreciation ETF position peaked at $532K in Q4 2021.
1,686 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Sowa Financial Group's 13F filing for Q2 2022, filed 9 Aug 2022.