Greenwich Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Greenwich Wealth 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
2021 Q1	–	Sell	-1,657	Closed	-$234K	–	209
2020 Q4	$234K	Buy	1,657 +5	+0.3%	+$678	0.02%	171
2020 Q3	$213K	Buy	+1,652	New	+$208K	0.04%	172
2020 Q1	–	Sell	-1,712	Closed	-$213K	–	205
2019 Q4	$213K	Buy	+1,712	New	+$207K	0.04%	174
2017 Q1	–	Sell	-53,707	Closed	-$4.58M	–	210
2016 Q4	$4.58M	Sell	53,707 -617	-1%	-$51.9K	0.58%	23
2016 Q3	$4.56M	Buy	54,324 +1,595	+3%	+$135K	0.81%	23
2016 Q2	$4.39M	Buy	52,729 +9,442	+22%	+$771K	1.06%	21
2016 Q1	$3.52M	Buy	+43,287	New	+$3.32M	0.91%	21

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Greenwich Wealth Management's VIG Position: Q1 2021 in Review

Greenwich Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2021, closing a stake of 1,657 shares — an estimated $234K sold.

Greenwich Wealth Management first reported a position in VIG in Q1 2016 and held it in 7 quarters. The position peaked at $4.58M in Q4 2016. 1,440 funds tracked by Wall St. Rank hold VIG as of Q1 2021.

Greenwich Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2021 after selling out during the quarter.
Greenwich Wealth Management sold 1,657 Vanguard Dividend Appreciation ETF shares in Q1 2021, an estimated $234K.
Greenwich Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and held it in 7 quarters.
Greenwich Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $4.58M in Q4 2016.
1,440 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2021.

Based on Greenwich Wealth Management's 13F filing for Q1 2021, filed 6 May 2021.