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Financial Services Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Services Advisory’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
Q1 		– Sell
-106,425
Closed -$10.9M – 36
2017
Q4 		$10.9M Buy
+106,425
New +$10.5M 7.99% 3

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Financial Services Advisory's VIG Position: Q1 2018 in Review

Financial Services Advisory sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2018, closing a stake of 106,425 shares — an estimated $10.9M sold.

Financial Services Advisory first reported a position in VIG in Q4 2017 and held it in 1 quarter. The position peaked at $10.9M in Q4 2017. 841 funds tracked by Wall St. Rank hold VIG as of Q1 2018.

  • Financial Services Advisory reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Services Advisory sold 106,425 Vanguard Dividend Appreciation ETF shares in Q1 2018, an estimated $10.9M.
  • Financial Services Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 1 quarter.
  • Financial Services Advisory's Vanguard Dividend Appreciation ETF position peaked at $10.9M in Q4 2017.
  • 841 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2018.

Based on Financial Services Advisory's 13F filing for Q1 2018, filed 14 May 2018.