Belvedere Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Belvedere 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 Q2	$3K	Sell	24 -3,412	-99%	-$383K	0.09%	30
2019 Q1	$376K	Buy	+3,436	New	+$362K	4.85%	6

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Belvedere Advisors's VIG Position: Q2 2019 in Review

Belvedere Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 99% in Q2 2019, selling an estimated $383K and leaving 24 shares worth $3K. The position accounts for 0.09% of the portfolio, ranked #30.

Belvedere Advisors first reported a position in VIG in Q1 2019 and has held it in 2 quarters since. The position peaked at $376K in Q1 2019. 1,028 funds tracked by Wall St. Rank hold VIG as of Q2 2019.

Belvedere Advisors held 24 shares of Vanguard Dividend Appreciation ETF worth $3K as of Q2 2019.
Belvedere Advisors sold 3,412 Vanguard Dividend Appreciation ETF shares in Q2 2019, an estimated $383K.
Vanguard Dividend Appreciation ETF made up 0.09% of Belvedere Advisors's portfolio in Q2 2019, its #30 holding.
Belvedere Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 2 quarters since.
Belvedere Advisors's Vanguard Dividend Appreciation ETF position peaked at $376K in Q1 2019.
1,028 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.