WESPAC Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WESPAC Advisors’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
2023 Q1	–	Sell	-4,996	Closed	-$759K	–	131
2022 Q4	$759K	Buy	4,996 +18	+0.4%	+$2.68K	1.31%	25
2022 Q3	$673K	Buy	+4,978	New	+$741K	0.91%	43

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

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

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

WESPAC Advisors's VIG Position: Q1 2023 in Review

WESPAC Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2023, closing a stake of 4,996 shares — an estimated $759K sold.

WESPAC Advisors first reported a position in VIG in Q3 2022 and held it in 2 quarters. The position peaked at $759K in Q4 2022. 1,780 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

WESPAC Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
WESPAC Advisors sold 4,996 Vanguard Dividend Appreciation ETF shares in Q1 2023, an estimated $759K.
WESPAC Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and held it in 2 quarters.
WESPAC Advisors's Vanguard Dividend Appreciation ETF position peaked at $759K in Q4 2022.
1,780 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on WESPAC Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.