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

Arrow 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
2020
Q3 		– Sell
-76,478
Closed -$8.96M – 53
2020
Q2 		$8.96M Sell
76,478
-7,525
-9% -$857K 5.96% 4
2020
Q1 		$8.69M Sell
84,003
-13,438
-14% -$1.6M 6.02% 5
2019
Q4 		$12.1M Buy
+97,441
New +$11.8M 6% 5
2019
Q1 		– Sell
-130,512
Closed -$12.8M – 83
2018
Q4 		$12.8M Buy
+130,512
New +$13.6M 4.95% 9

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arrow Investment Advisors's VIG Position: Q3 2020 in Review

Arrow Investment Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2020, closing a stake of 76,478 shares — an estimated $8.96M sold.

Arrow Investment Advisors first reported a position in VIG in Q4 2018 and held it in 4 quarters. The position peaked at $12.8M in Q4 2018. 1,248 funds tracked by Wall St. Rank hold VIG as of Q3 2020.

  • Arrow Investment Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2020 after selling out during the quarter.
  • Arrow Investment Advisors sold 76,478 Vanguard Dividend Appreciation ETF shares in Q3 2020, an estimated $8.96M.
  • Arrow Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and held it in 4 quarters.
  • Arrow Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $12.8M in Q4 2018.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2020.

Based on Arrow Investment Advisors's 13F filing for Q3 2020, filed 19 Oct 2020.