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Fulcrum Equity Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fulcrum Equity 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
Q4 		– Sell
-148
Closed -$18K – 221
2019
Q3 		$18K Buy
+148
New +$17.5K 0.01% 122

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fulcrum Equity Management's VIG Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2019, closing a stake of 148 shares — an estimated $18K sold.

Fulcrum Equity Management first reported a position in VIG in Q3 2019 and held it in 1 quarter. The position peaked at $18K in Q3 2019. 1,188 funds tracked by Wall St. Rank hold VIG as of Q4 2019.

  • Fulcrum Equity Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 148 Vanguard Dividend Appreciation ETF shares in Q4 2019, an estimated $18K.
  • Fulcrum Equity Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's Vanguard Dividend Appreciation ETF position peaked at $18K in Q3 2019.
  • 1,188 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.