CAMG Solamere Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CAMG Solamere 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 Q4	–	Sell	-2,428	Closed	-$230K	–	141
2017 Q3	$230K	Sell	2,428 -1,168	-32%	-$109K	0.11%	124
2017 Q2	$333K	Hold	3,596	–	–	0.19%	105
2017 Q1	$323K	Hold	3,596	–	–	0.19%	107
2016 Q4	$306K	Buy	+3,596	New	+$302K	0.22%	104

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

CAMG Solamere Management's VIG Position: Q4 2017 in Review

CAMG Solamere Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2017, closing a stake of 2,428 shares — an estimated $230K sold.

CAMG Solamere Management first reported a position in VIG in Q4 2016 and held it in 4 quarters. The position peaked at $333K in Q2 2017. 842 funds tracked by Wall St. Rank hold VIG as of Q4 2017.

CAMG Solamere Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2017 after selling out during the quarter.
CAMG Solamere Management sold 2,428 Vanguard Dividend Appreciation ETF shares in Q4 2017, an estimated $230K.
CAMG Solamere Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and held it in 4 quarters.
CAMG Solamere Management's Vanguard Dividend Appreciation ETF position peaked at $333K in Q2 2017.
842 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2017.

Based on CAMG Solamere Management's 13F filing for Q4 2017, filed 13 Feb 2018.