Spectrum Planning & Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Spectrum Planning & Advisory Services’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 Q1	–	Sell	-2,775	Closed	-$477K	–	52
2021 Q4	$477K	Hold	2,775	–	–	0.43%	33
2021 Q3	$426K	Hold	2,775	–	–	0.42%	35
2021 Q2	$430K	Buy	2,775 +455	+20%	+$69.8K	0.41%	35
2021 Q1	$341K	Buy	+2,320	New	+$330K	0.35%	37

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Spectrum Planning & Advisory Services's VIG Position: Q1 2022 in Review

Spectrum Planning & Advisory Services sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2022, closing a stake of 2,775 shares — an estimated $477K sold.

Spectrum Planning & Advisory Services first reported a position in VIG in Q1 2021 and held it in 4 quarters. The position peaked at $477K in Q4 2021. 1,720 funds tracked by Wall St. Rank hold VIG as of Q1 2022.

Spectrum Planning & Advisory Services reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2022 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 2,775 Vanguard Dividend Appreciation ETF shares in Q1 2022, an estimated $477K.
Spectrum Planning & Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and held it in 4 quarters.
Spectrum Planning & Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $477K in Q4 2021.
1,720 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2022.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.