Westover Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Westover Capital 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
2022 Q4	–	Sell	-1,989	Closed	-$269K	–	166
2022 Q3	$269K	Sell	1,989 -246	-11%	-$36.6K	0.1%	131
2022 Q2	$321K	Buy	2,235 +14	+0.6%	+$2.13K	0.12%	121
2022 Q1	$360K	Buy	2,221 +152	+7%	+$24.5K	0.11%	126
2021 Q4	$355K	Sell	2,069 -9	-0.4%	-$1.48K	0.1%	135
2021 Q3	$319K	Sell	2,078 -4	-0.2%	-$637	0.1%	134
2021 Q2	$322K	Buy	2,082 +182	+10%	+$27.9K	0.1%	137
2021 Q1	$279K	Buy	1,900 +102	+6%	+$14.5K	0.1%	136
2020 Q4	$254K	Buy	1,798 +73	+4%	+$9.89K	0.09%	132
2020 Q3	$222K	Buy	+1,725	New	+$217K	0.09%	125

Other funds holding VIG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Westover Capital Advisors's VIG Position: Q4 2022 in Review

Westover Capital Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2022, closing a stake of 1,989 shares — an estimated $269K sold.

Westover Capital Advisors first reported a position in VIG in Q3 2020 and held it in 9 quarters. The position peaked at $360K in Q1 2022. 1,792 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Westover Capital Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2022 after selling out during the quarter.
Westover Capital Advisors sold 1,989 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $269K.
Westover Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and held it in 9 quarters.
Westover Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $360K in Q1 2022.
1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Westover Capital Advisors's 13F filing for Q4 2022, filed 18 May 2023.