Agran Libbie’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Agran Libbie’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
2015 Q2	–	Sell	-17,193	Closed	-$1.38M	–	136
2015 Q1	$1.38M	Sell	17,193 -34	-0.2%	-$2.76K	0.33%	71
2014 Q4	$1.4M	Buy	17,227 +147	+0.9%	+$11.6K	0.33%	70
2014 Q3	$1.31M	Buy	+17,080	New	+$1.32M	0.32%	70
2014 Q1	–	Sell	-13,331	Closed	-$1M	–	117
2013 Q4	$1M	Buy	+13,331	New	+$970K	0.26%	76
2013 Q3	–	Sell	-11,560	Closed	-$765K	–	115
2013 Q2	$765K	Buy	+11,560	New	+$776K	0.22%	81

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Agran Libbie's VIG Position: Q2 2015 in Review

Agran Libbie sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2015, closing a stake of 17,193 shares — an estimated $1.38M sold.

Agran Libbie first reported a position in VIG in Q2 2013 and held it in 5 quarters. The position peaked at $1.4M in Q4 2014. 542 funds tracked by Wall St. Rank hold VIG as of Q2 2015.

Agran Libbie reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2015 after selling out during the quarter.
Agran Libbie sold 17,193 Vanguard Dividend Appreciation ETF shares in Q2 2015, an estimated $1.38M.
Agran Libbie first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and held it in 5 quarters.
Agran Libbie's Vanguard Dividend Appreciation ETF position peaked at $1.4M in Q4 2014.
542 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2015.

Based on Agran Libbie's 13F filing for Q2 2015, filed 28 Jul 2015.