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	–	69
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

CSIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Delphi Private Advisors's VIG Position: Q4 2018 in Review

Delphi Private Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2018, closing a stake of 203 shares — an estimated $22K sold.

Delphi Private Advisors first reported a position in VIG in Q4 2015 and held it in 12 quarters. The position peaked at $75K in Q2 2017. 986 funds tracked by Wall St. Rank hold VIG as of Q4 2018.

Delphi Private Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2018 after selling out during the quarter.
Delphi Private Advisors sold 203 Vanguard Dividend Appreciation ETF shares in Q4 2018, an estimated $22K.
Delphi Private Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and held it in 12 quarters.
Delphi Private Advisors's Vanguard Dividend Appreciation ETF position peaked at $75K in Q2 2017.
986 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2018.

Based on Delphi Private Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.