EWM
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Elite Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Elite Wealth 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
2015
Q1 		– Sell
-21,131
Closed -$1.71M – 73
2014
Q4 		$1.71M Buy
+21,131
New +$1.67M 1.63% 10

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Elite Wealth Management's VIG Position: Q1 2015 in Review

Elite Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2015, closing a stake of 21,131 shares — an estimated $1.71M sold.

Elite Wealth Management first reported a position in VIG in Q4 2014 and held it in 1 quarter. The position peaked at $1.71M in Q4 2014. 542 funds tracked by Wall St. Rank hold VIG as of Q1 2015.

  • Elite Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2015 after selling out during the quarter.
  • Elite Wealth Management sold 21,131 Vanguard Dividend Appreciation ETF shares in Q1 2015, an estimated $1.71M.
  • Elite Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and held it in 1 quarter.
  • Elite Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.71M in Q4 2014.
  • 542 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2015.

Based on Elite Wealth Management's 13F filing for Q1 2015, filed 13 Oct 2016.