Delphi Private Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Delphi Private 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
2018 Q4	–	Sell	-203	Closed	-$22K	–	70
2018 Q3	$22K	Sell	203 -172	-46%	-$18.5K	0.08%	47
2018 Q2	$38K	Sell	375 -22	-6%	-$2.24K	0.13%	41
2018 Q1	$40K	Hold	397	–	–	0.16%	40
2017 Q4	$41K	Hold	397	–	–	0.1%	87
2017 Q3	$38K	Sell	397 -467	-54%	-$43.6K	0.11%	41
2017 Q2	$75K	Buy	864 +442	+105%	+$40.5K	0.15%	29
2017 Q1	$38K	Sell	422 -20	-5%	-$1.77K	0.07%	44
2016 Q4	$38K	Hold	442	–	–	0.07%	55
2016 Q3	$37K	Hold	442	–	–	0.06%	43
2016 Q2	$37K	Hold	442	–	–	0.07%	52
2016 Q1	$36K	Hold	442	–	–	0.06%	58
2015 Q4	$34K	Buy	+442	New	+$34.5K	0.06%	69

Other funds holding VIG

Bank of America

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 $564B AUM 30.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers

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

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

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 1-Year Est. Return