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Columbia Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Columbia Capital’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
2014
Q3 		– Sell
-2,524
Closed -$197K – 64
2014
Q2 		$197K Buy
2,524
+13
+0.5% +$994 0.16% 62
2014
Q1 		$187K Buy
2,511
+12
+0.5% +$886 0.13% 74
2013
Q4 		$188K Buy
2,499
+13
+0.5% +$946 0.17% 58
2013
Q3 		$174K Buy
2,486
+12
+0.5% +$830 0.16% 57
2013
Q2 		$164K Buy
+2,474
New +$166K 0.17% 52

Other funds holding VIG

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
LPL Financial
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

Columbia Capital's VIG Position: Q3 2014 in Review

Columbia Capital sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2014, closing a stake of 2,524 shares — an estimated $197K sold.

Columbia Capital first reported a position in VIG in Q2 2013 and held it in 5 quarters. The position peaked at $197K in Q2 2014. 462 funds tracked by Wall St. Rank hold VIG as of Q3 2014.

  • Columbia Capital reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2014 after selling out during the quarter.
  • Columbia Capital sold 2,524 Vanguard Dividend Appreciation ETF shares in Q3 2014, an estimated $197K.
  • Columbia Capital first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and held it in 5 quarters.
  • Columbia Capital's Vanguard Dividend Appreciation ETF position peaked at $197K in Q2 2014.
  • 462 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2014.

Based on Columbia Capital's 13F filing for Q3 2014, filed 16 Oct 2014.