Girard Securities’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Girard Securities’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
2017 Q4	–	Sell	-13,194	Closed	-$1.25M	–	112
2017 Q3	$1.25M	Hold	13,194	–	–	1.1%	21
2017 Q2	$1.22M	Buy	13,194 +7,746	+142%	+$711K	0.92%	27
2017 Q1	$490K	Sell	5,448 -242	-4%	-$21.4K	0.42%	67
2016 Q4	$485K	Buy	5,690 +97	+2%	+$8.16K	0.42%	68
2016 Q3	$469K	Sell	5,593 -11,124	-67%	-$943K	0.48%	55
2016 Q2	$1.39M	Buy	16,717 +114	+0.7%	+$9.31K	1.27%	17
2016 Q1	$1.35M	Sell	16,603 -566	-3%	-$43.4K	1.33%	15
2015 Q4	$1.34M	Buy	+17,169	New	+$1.34M	1.34%	15

Other funds holding VIG

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

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

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Girard Securities's VIG Position: Q4 2017 in Review

Girard Securities sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2017, closing a stake of 13,194 shares — an estimated $1.25M sold.

Girard Securities first reported a position in VIG in Q4 2015 and held it in 8 quarters. The position peaked at $1.39M in Q2 2016. 842 funds tracked by Wall St. Rank hold VIG as of Q4 2017.

Girard Securities reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 13,194 Vanguard Dividend Appreciation ETF shares in Q4 2017, an estimated $1.25M.
Girard Securities first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and held it in 8 quarters.
Girard Securities's Vanguard Dividend Appreciation ETF position peaked at $1.39M in Q2 2016.
842 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.