Efficient Market Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Efficient Market 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
2017 Q1	$566K	Sell	6,290 -220	-3%	-$19.5K	0.08%	39
2016 Q4	$555K	Sell	6,510 -44	-0.7%	-$3.7K	0.08%	40
2016 Q3	$550K	Sell	6,554 -787	-11%	-$66.7K	0.08%	41
2016 Q2	$611K	Buy	7,341 +788	+12%	+$64.4K	0.1%	40
2016 Q1	$532K	Sell	6,553 -198	-3%	-$15.2K	0.09%	40
2015 Q4	$525K	Buy	6,751 +185	+3%	+$14.4K	0.11%	49
2015 Q3	$484K	Buy	6,566 +42	+0.6%	+$3.25K	0.12%	37
2015 Q2	$513K	Buy	6,524 +2,460	+61%	+$199K	0.12%	37
2015 Q1	$327K	Buy	4,064 +1	+0%	+$81	0.08%	44
2014 Q4	$330K	Buy	4,063 +8	+0.2%	+$633	0.08%	44
2014 Q3	$312K	Buy	4,055 +2	+0%	+$155	0.08%	37
2014 Q2	$316K	Buy	4,053 +1	+0%	+$76	0.08%	37
2014 Q1	$305K	Sell	4,052 -516	-11%	-$38.1K	0.08%	37
2013 Q4	$344K	Sell	4,568 -28,257	-86%	-$2.06M	0.1%	35
2013 Q3	$2.29M	Buy	32,825 +3,493	+12%	+$242K	0.74%	21
2013 Q2	$1.94M	Buy	+29,332	New	+$1.97M	0.71%	20

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

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WIM

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Efficient Market Advisors's VIG Position: Q1 2017 in Review

Efficient Market Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.4% in Q1 2017, selling an estimated $19.5K and leaving 6,290 shares worth $566K. The position accounts for 0.08% of the portfolio, ranked #39.

Efficient Market Advisors first reported a position in VIG in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.29M in Q3 2013. 685 funds tracked by Wall St. Rank hold VIG as of Q1 2017.

Efficient Market Advisors held 6,290 shares of Vanguard Dividend Appreciation ETF worth $566K as of Q1 2017.
Efficient Market Advisors sold 220 Vanguard Dividend Appreciation ETF shares in Q1 2017, an estimated $19.5K.
Vanguard Dividend Appreciation ETF made up 0.08% of Efficient Market Advisors's portfolio in Q1 2017, its #39 holding.
Efficient Market Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 16 quarters since.
Efficient Market Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.29M in Q3 2013.
685 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.