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Griffin Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Griffin Asset 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
Q3 		– Sell
-125
Closed -$14K – 469
2019
Q2 		$14K Buy
+125
New +$14K ﹤0.01% 458

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Griffin Asset Management's VIG Position: Q3 2019 in Review

Griffin Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2019, closing a stake of 125 shares — an estimated $14K sold.

Griffin Asset Management first reported a position in VIG in Q2 2019 and held it in 1 quarter. The position peaked at $14K in Q2 2019. 1,055 funds tracked by Wall St. Rank hold VIG as of Q3 2019.

  • Griffin Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2019 after selling out during the quarter.
  • Griffin Asset Management sold 125 Vanguard Dividend Appreciation ETF shares in Q3 2019, an estimated $14K.
  • Griffin Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and held it in 1 quarter.
  • Griffin Asset Management's Vanguard Dividend Appreciation ETF position peaked at $14K in Q2 2019.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2019.

Based on Griffin Asset Management's 13F filing for Q3 2019, filed 5 Nov 2019.