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

Convergent 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
2014 Q4	–	Sell	-4,949	Closed	-$381K	–	36
2014 Q3	$381K	Sell	4,949 -9,911	-67%	-$768K	0.05%	30
2014 Q2	$1.16M	Buy	14,860 +26	+0.2%	+$1.99K	0.17%	22
2014 Q1	$1.12M	Sell	14,834 -217	-1%	-$16K	0.18%	19
2013 Q4	$1.13M	Buy	15,051 +1,892	+14%	+$138K	0.19%	18
2013 Q3	$916K	Buy	+13,159	New	+$910K	0.18%	19

Other funds holding VIG

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Convergent Wealth Advisors's VIG Position: Q4 2014 in Review

Convergent Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2014, closing a stake of 4,949 shares — an estimated $381K sold.

Convergent Wealth Advisors first reported a position in VIG in Q3 2013 and held it in 5 quarters. The position peaked at $1.16M in Q2 2014. 524 funds tracked by Wall St. Rank hold VIG as of Q4 2014.

Convergent Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2014 after selling out during the quarter.
Convergent Wealth Advisors sold 4,949 Vanguard Dividend Appreciation ETF shares in Q4 2014, an estimated $381K.
Convergent Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2013 and held it in 5 quarters.
Convergent Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.16M in Q2 2014.
524 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2014.

Based on Convergent Wealth Advisors's 13F filing for Q4 2014, filed 10 Feb 2015.