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ARS Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

ARS Wealth 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
2014
Q3 		– Sell
-2,878
Closed -$224K – 75
2014
Q2 		$224K Buy
+2,878
New +$220K 0.11% 67

Other funds holding VIG

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

ARS Wealth Advisors's VIG Position: Q3 2014 in Review

ARS Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2014, closing a stake of 2,878 shares — an estimated $224K sold.

ARS Wealth Advisors first reported a position in VIG in Q2 2014 and held it in 1 quarter. The position peaked at $224K in Q2 2014. 462 funds tracked by Wall St. Rank hold VIG as of Q3 2014.

  • ARS Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2014 after selling out during the quarter.
  • ARS Wealth Advisors sold 2,878 Vanguard Dividend Appreciation ETF shares in Q3 2014, an estimated $224K.
  • ARS Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2014 and held it in 1 quarter.
  • ARS Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $224K in Q2 2014.
  • 462 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2014.

Based on ARS Wealth Advisors's 13F filing for Q3 2014, filed 11 Jun 2021.