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

FundX 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
2020
Q2 		– Sell
-3,207
Closed -$332K – 45
2020
Q1 		$332K Sell
3,207
-142,992
-98% -$17.1M 0.12% 29
2019
Q4 		$18.2M Sell
146,199
-117,772
-45% -$14.2M 4.91% 7
2019
Q3 		$31.6M Buy
263,971
+18,192
+7% +$2.15M 11.21% 3
2019
Q2 		$28.3M Sell
245,779
-15,220
-6% -$1.71M 11.7% 2
2019
Q1 		$28.6M Buy
260,999
+9,954
+4% +$1.05M 9.71% 3
2018
Q4 		$24.6M Buy
+251,045
New +$26.2M 9.15% 2

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FundX Investment Group's VIG Position: Q2 2020 in Review

FundX Investment Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2020, closing a stake of 3,207 shares — an estimated $332K sold.

FundX Investment Group first reported a position in VIG in Q4 2018 and held it in 6 quarters. The position peaked at $31.6M in Q3 2019. 1,200 funds tracked by Wall St. Rank hold VIG as of Q2 2020.

  • FundX Investment Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2020 after selling out during the quarter.
  • FundX Investment Group sold 3,207 Vanguard Dividend Appreciation ETF shares in Q2 2020, an estimated $332K.
  • FundX Investment Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and held it in 6 quarters.
  • FundX Investment Group's Vanguard Dividend Appreciation ETF position peaked at $31.6M in Q3 2019.
  • 1,200 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2020.

Based on FundX Investment Group's 13F filing for Q2 2020, filed 11 Aug 2020.