Vienna Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vienna Asset Management’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	-6,458	Closed	-$927K	–	54
2022 Q2	$927K	Buy	6,458 +1,664	+35%	+$253K	3.42%	8
2022 Q1	$777K	Buy	4,794 +4,593	+2,285%	+$741K	1.07%	28
2021 Q4	$35K	Buy	+201	New	+$33.1K	0.03%	89

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 $15.5B AUM 18.35% 1-Year Est. Return

Vienna Asset Management's VIG Position: Q3 2022 in Review

Vienna Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2022, closing a stake of 6,458 shares — an estimated $927K sold.

Vienna Asset Management first reported a position in VIG in Q4 2021 and held it in 3 quarters. The position peaked at $927K in Q2 2022. 1,643 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

Vienna Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2022 after selling out during the quarter.
Vienna Asset Management sold 6,458 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $927K.
Vienna Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 3 quarters.
Vienna Asset Management's Vanguard Dividend Appreciation ETF position peaked at $927K in Q2 2022.
1,643 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Vienna Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.