Burt Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Burt Wealth 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
2021 Q1	–	Sell	-63	Closed	-$9K	–	358
2020 Q4	$9K	Hold	63	–	–	﹤0.01%	290
2020 Q3	$8K	Hold	63	–	–	﹤0.01%	296
2020 Q2	$7K	Hold	63	–	–	﹤0.01%	286
2020 Q1	$7K	Hold	63	–	–	﹤0.01%	293
2019 Q4	$8K	Hold	63	–	–	﹤0.01%	284
2019 Q3	$8K	Hold	63	–	–	﹤0.01%	286
2019 Q2	$7K	Buy	+63	New	+$7.07K	﹤0.01%	290
2019 Q1	–	Sell	-107	Closed	-$10K	–	380
2018 Q4	$10K	Sell	107 -2,867	-96%	-$299K	﹤0.01%	275
2018 Q3	$329K	Hold	2,974	–	–	0.15%	55
2018 Q2	$302K	Hold	2,974	–	–	0.14%	58
2018 Q1	$301K	Hold	2,974	–	–	0.15%	58
2017 Q4	$303K	Hold	2,974	–	–	0.19%	57
2017 Q3	$282K	Hold	2,974	–	–	0.18%	56
2017 Q2	$275K	Buy	2,974 +2,867	+2,679%	+$263K	0.19%	51
2017 Q1	$10K	Hold	107	–	–	0.01%	262
2016 Q4	$9K	Hold	107	–	–	0.01%	290
2016 Q3	$8K	Hold	107	–	–	0.01%	284
2016 Q2	$8K	Sell	107 -700	-87%	-$57.2K	0.01%	290
2016 Q1	$66K	Buy	807 +700	+654%	+$53.7K	0.06%	143
2015 Q4	$7K	Hold	107	–	–	0.01%	332
2015 Q3	$7K	Hold	107	–	–	0.01%	288
2015 Q2	$8K	Hold	107	–	–	0.01%	290
2015 Q1	$8K	Hold	107	–	–	0.01%	260
2014 Q4	$9K	Buy	+107	New	+$8.46K	0.01%	239

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

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

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

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

Burt Wealth Advisors's VIG Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2021, closing a stake of 63 shares — an estimated $9K sold.

Burt Wealth Advisors first reported a position in VIG in Q4 2014 and held it in 24 quarters. The position peaked at $329K in Q3 2018. 1,442 funds tracked by Wall St. Rank hold VIG as of Q1 2021.

Burt Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 63 Vanguard Dividend Appreciation ETF shares in Q1 2021, an estimated $9K.
Burt Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and held it in 24 quarters.
Burt Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $329K in Q3 2018.
1,442 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.