Bridgewater Wealth & Financial Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bridgewater Wealth & Financial 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
2017 Q3	–	Sell	-25,492	Closed	-$2.36M	–	99
2017 Q2	$2.36M	Buy	25,492 +642	+3%	+$58.9K	0.79%	33
2017 Q1	$2.23M	Sell	24,850 -1,053	-4%	-$93.3K	0.82%	31
2016 Q4	$2.21M	Sell	25,903 -8,036	-24%	-$676K	0.83%	33
2016 Q3	$2.85M	Sell	33,939 -134	-0.4%	-$11.4K	1.05%	31
2016 Q2	$2.84M	Sell	34,073 -1,287	-4%	-$105K	1.02%	31
2016 Q1	$2.87M	Buy	35,360 +30,683	+656%	+$2.35M	1.04%	31
2015 Q4	$364K	Hold	4,677	–	–	0.14%	62
2015 Q3	$345K	Buy	4,677 +1,559	+50%	+$121K	0.14%	65
2015 Q2	$245K	Hold	3,118	–	–	0.1%	68
2015 Q1	$251K	Hold	3,118	–	–	0.11%	70
2014 Q4	$253K	Buy	+3,118	New	+$247K	0.1%	88

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 Palo Alto, California $10.4B AUM 6.15% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bridgewater Wealth & Financial Management's VIG Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2017, closing a stake of 25,492 shares — an estimated $2.36M sold.

Bridgewater Wealth & Financial Management first reported a position in VIG in Q4 2014 and held it in 11 quarters. The position peaked at $2.87M in Q1 2016. 718 funds tracked by Wall St. Rank hold VIG as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 25,492 Vanguard Dividend Appreciation ETF shares in Q3 2017, an estimated $2.36M.
Bridgewater Wealth & Financial Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and held it in 11 quarters.
Bridgewater Wealth & Financial Management's Vanguard Dividend Appreciation ETF position peaked at $2.87M in Q1 2016.
718 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.