Apriem Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Apriem 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
2018 Q3	–	Sell	-428	Closed	-$43K	–	374
2018 Q2	$43K	Buy	+428	New	+$43.6K	0.01%	256
2017 Q2	–	Sell	-284	Closed	-$26K	–	536
2017 Q1	$26K	Hold	284	–	–	0.01%	310
2016 Q4	$24K	Buy	284 +23	+9%	+$1.93K	0.01%	322
2016 Q3	$22K	Buy	+261	New	+$22.1K	0.01%	322
2016 Q2	–	Sell	-123	Closed	-$10K	–	650
2016 Q1	$10K	Buy	+123	New	+$9.43K	﹤0.01%	385
2015 Q2	–	Sell	-350	Closed	-$28K	–	688
2015 Q1	$28K	Hold	350	–	–	0.01%	271
2014 Q4	$28K	Buy	+350	New	+$27.7K	0.01%	251

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

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

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

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 1-Year Est. Return