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

Buckley 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
2020 Q1	–	Sell	-2,082	Closed	-$260K	–	135
2019 Q4	$260K	Buy	2,082 +193	+10%	+$23.4K	0.12%	119
2019 Q3	$226K	Hold	1,889	–	–	0.11%	127
2019 Q2	$218K	Sell	1,889 -97	-5%	-$10.9K	0.1%	139
2019 Q1	$218K	Buy	+1,986	New	+$209K	0.1%	140
2018 Q4	–	Sell	-1,986	Closed	-$220K	–	150
2018 Q3	$220K	Hold	1,986	–	–	0.1%	148
2018 Q2	$202K	Hold	1,986	–	–	0.1%	156
2018 Q1	$201K	Buy	+1,986	New	+$206K	0.1%	156

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Buckley Wealth Management's VIG Position: Q1 2020 in Review

Buckley Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2020, closing a stake of 2,082 shares — an estimated $260K sold.

Buckley Wealth Management first reported a position in VIG in Q1 2018 and held it in 7 quarters. The position peaked at $260K in Q4 2019. 1,160 funds tracked by Wall St. Rank hold VIG as of Q1 2020.

Buckley Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2020 after selling out during the quarter.
Buckley Wealth Management sold 2,082 Vanguard Dividend Appreciation ETF shares in Q1 2020, an estimated $260K.
Buckley Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and held it in 7 quarters.
Buckley Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $260K in Q4 2019.
1,160 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2020.

Based on Buckley Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.