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Ferris Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ferris Capital’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
2019
Q2 		– Sell
-1,112
Closed -$122K – 596
2019
Q1 		$122K Hold
1,112
– – 0.04% 199
2018
Q4 		$109K Hold
1,112
– – 0.05% 196
2018
Q3 		$123K Hold
1,112
– – 0.05% 195
2018
Q2 		$113K Sell
1,112
-1,086
-49% -$111K 0.05% 192
2018
Q1 		$222K Hold
2,198
– – 0.09% 151
2017
Q4 		$224K Hold
2,198
– – 0.08% 174
2017
Q3 		$208K Hold
2,198
– – 0.1% 141
2017
Q2 		$204K Buy
+2,198
New +$202K 0.1% 140

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return