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	–	535
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	–	649
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

CSIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Apriem Advisors's VIG Position: Q3 2018 in Review

Apriem Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2018, closing a stake of 428 shares — an estimated $43K sold.

Apriem Advisors first reported a position in VIG in Q4 2014 and held it in 7 quarters. The position peaked at $43K in Q2 2018. 909 funds tracked by Wall St. Rank hold VIG as of Q3 2018.

Apriem Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 428 Vanguard Dividend Appreciation ETF shares in Q3 2018, an estimated $43K.
Apriem Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and held it in 7 quarters.
Apriem Advisors's Vanguard Dividend Appreciation ETF position peaked at $43K in Q2 2018.
909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.