American Economic Planning Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

American Economic Planning Group’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
2019 Q3	$3.24M	Buy	27,111 +1,332	+5%	+$157K	0.88%	12
2019 Q2	$2.97M	Buy	25,779 +4,911	+24%	+$551K	0.9%	11
2019 Q1	$2.29M	Buy	20,868 +1,599	+8%	+$169K	0.71%	14
2018 Q4	$1.89M	Buy	19,269 +326	+2%	+$34K	0.61%	17
2018 Q3	$2.1M	Buy	18,943 +655	+4%	+$70.4K	0.74%	11
2018 Q2	$1.86M	Buy	18,288 +1,867	+11%	+$190K	0.69%	11
2018 Q1	$1.66M	Buy	16,421 +1,939	+13%	+$201K	0.61%	13
2017 Q4	$1.48M	Buy	14,482 +643	+5%	+$63.3K	0.54%	17
2017 Q3	$1.31M	Buy	13,839 +1,522	+12%	+$142K	0.49%	16
2017 Q2	$1.14M	Buy	12,317 +1,628	+15%	+$149K	0.45%	16
2017 Q1	$961K	Buy	+10,689	New	+$947K	0.39%	23

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

American Economic Planning Group's VIG Position: Q3 2019 in Review

American Economic Planning Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.2% in Q3 2019, buying an estimated $157K and bringing the position to 27,111 shares worth $3.24M. The position accounts for 0.88% of the portfolio, ranked #12.

American Economic Planning Group first reported a position in VIG in Q1 2017 and has held it in 11 quarters since. 1,054 funds tracked by Wall St. Rank hold VIG as of Q3 2019.

American Economic Planning Group held 27,111 shares of Vanguard Dividend Appreciation ETF worth $3.24M as of Q3 2019.
American Economic Planning Group bought 1,332 Vanguard Dividend Appreciation ETF shares in Q3 2019, an estimated $157K.
Vanguard Dividend Appreciation ETF made up 0.88% of American Economic Planning Group's portfolio in Q3 2019, its #12 holding.
American Economic Planning Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2017 and has held it in 11 quarters since.
1,054 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.