Braver Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Braver Wealth Management’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
2016 Q4	–	Sell	-3,343	Closed	-$281K	–	159
2016 Q3	$281K	Buy	+3,343	New	+$283K	0.05%	125
2016 Q2	–	Sell	-2,484	Closed	-$202K	–	159
2016 Q1	$202K	Buy	+2,484	New	+$190K	0.03%	145
2015 Q1	–	Sell	-3,107	Closed	-$252K	–	97
2014 Q4	$252K	Buy	+3,107	New	+$246K	0.05%	79
2014 Q3	–	Sell	-2,762	Closed	-$215K	–	91
2014 Q2	$215K	Buy	+2,762	New	+$211K	0.06%	85
2014 Q1	–	Sell	-2,855	Closed	-$215K	–	84
2013 Q4	$215K	Buy	+2,855	New	+$208K	0.07%	72
2013 Q3	–	Sell	-4,055	Closed	-$268K	–	78
2013 Q2	$268K	Buy	+4,055	New	+$272K	0.12%	60

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Braver Wealth Management's VIG Position: Q4 2016 in Review

Braver Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2016, closing a stake of 3,343 shares — an estimated $281K sold.

Braver Wealth Management first reported a position in VIG in Q2 2013 and held it in 6 quarters. The position peaked at $281K in Q3 2016. 676 funds tracked by Wall St. Rank hold VIG as of Q4 2016.

Braver Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2016 after selling out during the quarter.
Braver Wealth Management sold 3,343 Vanguard Dividend Appreciation ETF shares in Q4 2016, an estimated $281K.
Braver Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and held it in 6 quarters.
Braver Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $281K in Q3 2016.
676 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.