Braun-Bostich & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Braun-Bostich & Associates’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
2020 Q4	–	Sell	-200	Closed	-$26K	–	216
2020 Q3	$26K	Hold	200	–	–	0.03%	192
2020 Q2	$23K	Hold	200	–	–	0.02%	159
2020 Q1	$20K	Hold	200	–	–	0.03%	165
2019 Q4	$25K	Buy	+200	New	+$24.2K	0.02%	177
2019 Q3	–	Sell	-200	Closed	-$23K	–	292
2019 Q2	$23K	Hold	200	–	–	0.02%	232
2019 Q1	$22K	Hold	200	–	–	0.02%	243
2018 Q4	$20K	Hold	200	–	–	0.02%	229
2018 Q3	$22K	Hold	200	–	–	0.02%	225
2018 Q2	$20K	Hold	200	–	–	0.02%	224
2018 Q1	$20K	Hold	200	–	–	0.02%	218
2017 Q4	$20K	Buy	+200	New	+$19.7K	0.02%	223

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Braun-Bostich & Associates's VIG Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2020, closing a stake of 200 shares — an estimated $26K sold.

Braun-Bostich & Associates first reported a position in VIG in Q4 2017 and held it in 11 quarters. The position peaked at $26K in Q3 2020. 1,412 funds tracked by Wall St. Rank hold VIG as of Q4 2020.

Braun-Bostich & Associates reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 200 Vanguard Dividend Appreciation ETF shares in Q4 2020, an estimated $26K.
Braun-Bostich & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 11 quarters.
Braun-Bostich & Associates's Vanguard Dividend Appreciation ETF position peaked at $26K in Q3 2020.
1,412 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.