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

Beacon Pointe 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
2019 Q4	$4.21M	Sell	33,797 -1,508	-4%	-$182K	0.78%	30
2019 Q3	$4.22M	Buy	35,305 +115	+0.3%	+$13.6K	0.89%	25
2019 Q2	$4.05M	Sell	35,190 -565	-2%	-$63.4K	0.86%	25
2019 Q1	$3.92M	Sell	35,755 -455	-1%	-$48K	0.89%	24
2018 Q4	$3.55M	Buy	+36,210	New	+$3.78M	1.28%	14

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Pointe Wealth Advisors's VIG Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.3% in Q4 2019, selling an estimated $182K and leaving 33,797 shares worth $4.21M. The position accounts for 0.78% of the portfolio, ranked #30.

Beacon Pointe Wealth Advisors first reported a position in VIG in Q4 2018 and has held it in 5 quarters since. The position peaked at $4.22M in Q3 2019. 1,187 funds tracked by Wall St. Rank hold VIG as of Q4 2019.

Beacon Pointe Wealth Advisors held 33,797 shares of Vanguard Dividend Appreciation ETF worth $4.21M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 1,508 Vanguard Dividend Appreciation ETF shares in Q4 2019, an estimated $182K.
Vanguard Dividend Appreciation ETF made up 0.78% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #30 holding.
Beacon Pointe Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $4.22M in Q3 2019.
1,187 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.