BHK Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BHK Investment 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	–	Sell	-3,405	Closed	-$407K	–	80
2019 Q3	$407K	Buy	3,405 +350	+11%	+$41.3K	0.24%	53
2019 Q2	$352K	Sell	3,055 -50	-2%	-$5.61K	0.2%	61
2019 Q1	$340K	Sell	3,105 -1,170	-27%	-$123K	0.21%	66
2018 Q4	$419K	Buy	4,275 +1,200	+39%	+$125K	0.31%	39
2018 Q3	$340K	Buy	3,075 +400	+15%	+$43K	0.23%	51
2018 Q2	$272K	Sell	2,675 -2,683	-50%	-$273K	0.19%	59
2018 Q1	$541K	Buy	5,358 +796	+17%	+$82.5K	0.4%	30
2017 Q4	$466K	Buy	+4,562	New	+$449K	0.39%	30

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

BHK Investment Advisors's VIG Position: Q4 2019 in Review

BHK Investment Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2019, closing a stake of 3,405 shares — an estimated $407K sold.

BHK Investment Advisors first reported a position in VIG in Q4 2017 and held it in 8 quarters. The position peaked at $541K in Q1 2018. 1,187 funds tracked by Wall St. Rank hold VIG as of Q4 2019.

BHK Investment Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2019 after selling out during the quarter.
BHK Investment Advisors sold 3,405 Vanguard Dividend Appreciation ETF shares in Q4 2019, an estimated $407K.
BHK Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 8 quarters.
BHK Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $541K in Q1 2018.
1,187 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2019.

Based on BHK Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.