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Accurate Investment Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-70
Closed -$7K – 384
2020
Q1 		$7K Buy
+70
New +$8.35K 0.01% 325

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Accurate Investment Solutions's VIG Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2020, closing a stake of 70 shares — an estimated $7K sold.

Accurate Investment Solutions first reported a position in VIG in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 1,199 funds tracked by Wall St. Rank hold VIG as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 70 Vanguard Dividend Appreciation ETF shares in Q2 2020, an estimated $7K.
  • Accurate Investment Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and held it in 1 quarter.
  • Accurate Investment Solutions's Vanguard Dividend Appreciation ETF position peaked at $7K in Q1 2020.
  • 1,199 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.