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Crosspoint Capital Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-3,131
Closed -$254K – 794
2015
Q4 		$254K Buy
3,131
+2,331
+291% +$182K 0.07% 196
2015
Q3 		$59K Buy
+800
New +$62K 0.07% 238

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Crosspoint Capital Strategies's VIG Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2016, closing a stake of 3,131 shares — an estimated $254K sold.

Crosspoint Capital Strategies first reported a position in VIG in Q3 2015 and held it in 2 quarters. The position peaked at $254K in Q4 2015. 580 funds tracked by Wall St. Rank hold VIG as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 3,131 Vanguard Dividend Appreciation ETF shares in Q1 2016, an estimated $254K.
  • Crosspoint Capital Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q3 2015 and held it in 2 quarters.
  • Crosspoint Capital Strategies's Vanguard Dividend Appreciation ETF position peaked at $254K in Q4 2015.
  • 580 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.