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

Allied 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
2021 Q1	–	Sell	-1,445	Closed	-$204K	–	53
2020 Q4	$204K	Buy	+1,445	New	+$196K	0.1%	45
2019 Q4	–	Sell	-2,062	Closed	-$247K	–	46
2019 Q3	$247K	Sell	2,062 -12	-0.6%	-$1.42K	0.16%	43
2019 Q2	$239K	Sell	2,074 -17	-0.8%	-$1.91K	0.16%	44
2019 Q1	$229K	Buy	+2,091	New	+$220K	0.16%	42
2018 Q4	–	Sell	-1,964	Closed	-$217K	–	44
2018 Q3	$217K	Sell	1,964 -546	-22%	-$58.7K	0.16%	42
2018 Q2	$255K	Sell	2,510 -507	-17%	-$51.7K	0.21%	45
2018 Q1	$305K	Buy	3,017 +38	+1%	+$3.94K	0.25%	37
2017 Q4	$304K	Buy	+2,979	New	+$293K	0.26%	35

Other funds holding VIG

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

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 Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Allied Investment Advisors's VIG Position: Q1 2021 in Review

Allied Investment Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2021, closing a stake of 1,445 shares — an estimated $204K sold.

Allied Investment Advisors first reported a position in VIG in Q4 2017 and held it in 8 quarters. The position peaked at $305K in Q1 2018. 1,441 funds tracked by Wall St. Rank hold VIG as of Q1 2021.

Allied Investment Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2021 after selling out during the quarter.
Allied Investment Advisors sold 1,445 Vanguard Dividend Appreciation ETF shares in Q1 2021, an estimated $204K.
Allied Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 8 quarters.
Allied Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $305K in Q1 2018.
1,441 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2021.

Based on Allied Investment Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.