Capital Wealth Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Capital Wealth Planning’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 Q2	–	Sell	-3,071	Closed	-$318K	–	213
2020 Q1	$318K	Buy	+3,071	New	+$366K	0.02%	163
2019 Q4	–	Sell	-2,946	Closed	-$351K	–	252
2019 Q3	$351K	Buy	2,946 +101	+4%	+$11.9K	0.02%	170
2019 Q2	$328K	Buy	+2,845	New	+$319K	0.02%	169

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Capital Wealth Planning's VIG Position: Q2 2020 in Review

Capital Wealth Planning sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2020, closing a stake of 3,071 shares — an estimated $318K sold.

Capital Wealth Planning first reported a position in VIG in Q2 2019 and held it in 3 quarters. The position peaked at $351K in Q3 2019. 1,199 funds tracked by Wall St. Rank hold VIG as of Q2 2020.

Capital Wealth Planning reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 3,071 Vanguard Dividend Appreciation ETF shares in Q2 2020, an estimated $318K.
Capital Wealth Planning first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and held it in 3 quarters.
Capital Wealth Planning's Vanguard Dividend Appreciation ETF position peaked at $351K in Q3 2019.
1,199 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.