Benson Investment Management Company’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Benson Investment Management Company’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	-188	Closed	-$21K	–	64
2019 Q1	$21K	Hold	188	–	–	0.02%	54
2018 Q4	$18K	Hold	188	–	–	0.02%	56
2018 Q3	$21K	Hold	188	–	–	0.02%	57
2018 Q2	$19K	Hold	188	–	–	0.01%	60
2018 Q1	$19K	Buy	+188	New	+$19.5K	0.02%	67
2017 Q4	–	Sell	-188	Closed	-$18K	–	92
2017 Q3	$18K	Hold	188	–	–	0.01%	74
2017 Q2	$17K	Hold	188	–	–	0.02%	74
2017 Q1	$17K	Buy	188 +70	+59%	+$6.2K	0.02%	71
2016 Q4	$16K	Buy	+118	New	+$9.92K	0.02%	73

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

Benson Investment Management Company's VIG Position: Q2 2019 in Review

Benson Investment Management Company sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2019, closing a stake of 188 shares — an estimated $21K sold.

Benson Investment Management Company first reported a position in VIG in Q4 2016 and held it in 9 quarters. The position peaked at $21K in Q1 2019. 1,028 funds tracked by Wall St. Rank hold VIG as of Q2 2019.

Benson Investment Management Company reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2019 after selling out during the quarter.
Benson Investment Management Company sold 188 Vanguard Dividend Appreciation ETF shares in Q2 2019, an estimated $21K.
Benson Investment Management Company first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and held it in 9 quarters.
Benson Investment Management Company's Vanguard Dividend Appreciation ETF position peaked at $21K in Q1 2019.
1,028 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2019.

Based on Benson Investment Management Company's 13F filing for Q2 2019, filed 11 Jul 2019.