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Alerus Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Alerus Investment 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
2013
Q4 		– Sell
-694
Closed -$48K – 170
2013
Q3 		$48K Hold
694
– – 0.01% 134
2013
Q2 		$48K Buy
+694
New +$46.6K 0.01% 137

Other funds holding VIG

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Alerus Investment Advisors's VIG Position: Q4 2013 in Review

Alerus Investment Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2013, closing a stake of 694 shares — an estimated $48K sold.

Alerus Investment Advisors first reported a position in VIG in Q2 2013 and held it in 2 quarters. The position peaked at $48K in Q3 2013. 414 funds tracked by Wall St. Rank hold VIG as of Q4 2013.

  • Alerus Investment Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2013 after selling out during the quarter.
  • Alerus Investment Advisors sold 694 Vanguard Dividend Appreciation ETF shares in Q4 2013, an estimated $48K.
  • Alerus Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and held it in 2 quarters.
  • Alerus Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $48K in Q3 2013.
  • 414 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2013.

Based on Alerus Investment Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.