Geller Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Geller Advisors’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
2015 Q4	–	Sell	-3,434	Closed	-$253K	–	32
2015 Q3	$253K	Hold	3,434	–	–	0.16%	23
2015 Q2	$270K	Hold	3,434	–	–	0.16%	27
2015 Q1	$276K	Buy	+3,434	New	+$279K	0.16%	30

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Geller Advisors's VIG Position: Q4 2015 in Review

Geller Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2015, closing a stake of 3,434 shares — an estimated $253K sold.

Geller Advisors first reported a position in VIG in Q1 2015 and held it in 3 quarters. The position peaked at $276K in Q1 2015. 574 funds tracked by Wall St. Rank hold VIG as of Q4 2015.

Geller Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2015 after selling out during the quarter.
Geller Advisors sold 3,434 Vanguard Dividend Appreciation ETF shares in Q4 2015, an estimated $253K.
Geller Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and held it in 3 quarters.
Geller Advisors's Vanguard Dividend Appreciation ETF position peaked at $276K in Q1 2015.
574 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2015.

Based on Geller Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.