EIG
VIG icon

Ellenbecker Investment Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ellenbecker Investment Group’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
Q3 		– Sell
-2,826
Closed -$287K – 52
2018
Q2 		$287K Hold
2,826
– – 0.23% 41
2018
Q1 		$286K Hold
2,826
– – 0.24% 37
2017
Q4 		$288K Buy
+2,826
New +$278K 0.24% 36

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Vanguard Group
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Ellenbecker Investment Group's VIG Position: Q3 2018 in Review

Ellenbecker Investment Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2018, closing a stake of 2,826 shares — an estimated $287K sold.

Ellenbecker Investment Group first reported a position in VIG in Q4 2017 and held it in 3 quarters. The position peaked at $288K in Q4 2017. 909 funds tracked by Wall St. Rank hold VIG as of Q3 2018.

  • Ellenbecker Investment Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2018 after selling out during the quarter.
  • Ellenbecker Investment Group sold 2,826 Vanguard Dividend Appreciation ETF shares in Q3 2018, an estimated $287K.
  • Ellenbecker Investment Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 3 quarters.
  • Ellenbecker Investment Group's Vanguard Dividend Appreciation ETF position peaked at $288K in Q4 2017.
  • 909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2018.

Based on Ellenbecker Investment Group's 13F filing for Q3 2018, filed 4 Oct 2018.