All Terrain Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

All Terrain Financial 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
2020 Q2	–	Sell	-4,525	Closed	-$468K	–	173
2020 Q1	$468K	Sell	4,525 -1,529	-25%	-$182K	0.24%	70
2019 Q4	$755K	Hold	6,054	–	–	0.31%	60
2019 Q3	$724K	Hold	6,054	–	–	0.31%	60
2019 Q2	$697K	Buy	6,054 +8	+0.1%	+$897	0.3%	63
2019 Q1	$663K	Sell	6,046 -435	-7%	-$45.8K	0.31%	62
2018 Q4	$635K	Sell	6,481 -1,534	-19%	-$160K	0.34%	63
2018 Q3	$887K	Sell	8,015 -394	-5%	-$42.4K	0.41%	50
2018 Q2	$854K	Sell	8,409 -440	-5%	-$44.9K	0.43%	52
2018 Q1	$894K	Sell	8,849 -691	-7%	-$71.6K	0.45%	56
2017 Q4	$973K	Buy	+9,540	New	+$939K	0.51%	53

Other funds holding VIG

Bank of America

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 $501B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return