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Beirne Wealth Consulting Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Beirne Wealth Consulting Services’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
Q2 		– Sell
-3,836
Closed -$423K – 185
2019
Q1 		$423K Buy
3,836
+692
+22% +$72.9K 0.33% 100
2018
Q4 		$308K Buy
+3,144
New +$328K 0.26% 120

Other funds holding VIG

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Beirne Wealth Consulting Services's VIG Position: Q2 2019 in Review

Beirne Wealth Consulting Services sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2019, closing a stake of 3,836 shares — an estimated $423K sold.

Beirne Wealth Consulting Services first reported a position in VIG in Q4 2018 and held it in 2 quarters. The position peaked at $423K in Q1 2019. 1,028 funds tracked by Wall St. Rank hold VIG as of Q2 2019.

  • Beirne Wealth Consulting Services reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 3,836 Vanguard Dividend Appreciation ETF shares in Q2 2019, an estimated $423K.
  • Beirne Wealth Consulting Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and held it in 2 quarters.
  • Beirne Wealth Consulting Services's Vanguard Dividend Appreciation ETF position peaked at $423K in Q1 2019.
  • 1,028 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2019, filed 25 Jul 2019.