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Eagle Ridge Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Eagle Ridge Investment Management’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
2020
Q4 		– Sell
-3,687
Closed -$474K – 146
2020
Q3 		$474K Buy
+3,687
New +$464K 0.07% 98

Other funds holding VIG

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eagle Ridge Investment Management's VIG Position: Q4 2020 in Review

Eagle Ridge Investment Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2020, closing a stake of 3,687 shares — an estimated $474K sold.

Eagle Ridge Investment Management first reported a position in VIG in Q3 2020 and held it in 1 quarter. The position peaked at $474K in Q3 2020. 1,410 funds tracked by Wall St. Rank hold VIG as of Q4 2020.

  • Eagle Ridge Investment Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2020 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 3,687 Vanguard Dividend Appreciation ETF shares in Q4 2020, an estimated $474K.
  • Eagle Ridge Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and held it in 1 quarter.
  • Eagle Ridge Investment Management's Vanguard Dividend Appreciation ETF position peaked at $474K in Q3 2020.
  • 1,410 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2020, filed 29 Jan 2021.