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Freedom Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Freedom Investment 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
2019
Q2 		– Sell
-15,745
Closed -$1.73M – 738
2019
Q1 		$1.73M Buy
15,745
+7,810
+98% +$823K 0.14% 160
2018
Q4 		$777K Buy
7,935
+2,830
+55% +$295K 0.06% 318
2018
Q3 		$557K Buy
+5,105
New +$549K 0.03% 486

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Freedom Investment Management's VIG Position: Q2 2019 in Review

Freedom Investment Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2019, closing a stake of 15,745 shares — an estimated $1.73M sold.

Freedom Investment Management first reported a position in VIG in Q3 2018 and held it in 3 quarters. The position peaked at $1.73M in Q1 2019. 1,028 funds tracked by Wall St. Rank hold VIG as of Q2 2019.

  • Freedom Investment Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2019 after selling out during the quarter.
  • Freedom Investment Management sold 15,745 Vanguard Dividend Appreciation ETF shares in Q2 2019, an estimated $1.73M.
  • Freedom Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and held it in 3 quarters.
  • Freedom Investment Management's Vanguard Dividend Appreciation ETF position peaked at $1.73M in Q1 2019.
  • 1,028 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2019.

Based on Freedom Investment Management's 13F filing for Q2 2019, filed 18 Jul 2019.