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

Gupta 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
2016 Q1	$16.3M	Buy	200,190 +37,726	+23%	+$2.89M	3.81%	4
2015 Q4	$12.6M	Buy	162,464 +21,264	+15%	+$1.66M	3.21%	4
2015 Q3	$10.4M	Buy	141,200 +38,350	+37%	+$2.97M	2.54%	6
2015 Q2	$8.08M	Buy	102,850 +37,114	+56%	+$3.01M	1.98%	8
2015 Q1	$5.29M	Buy	+65,736	New	+$5.33M	1.56%	10

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Gupta Wealth Management's VIG Position: Q1 2016 in Review

Gupta Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 23% in Q1 2016, buying an estimated $2.89M and bringing the position to 200,190 shares worth $16.3M. The position accounts for 3.81% of the portfolio, ranked #4.

Gupta Wealth Management first reported a position in VIG in Q1 2015 and has held it in 5 quarters since. 580 funds tracked by Wall St. Rank hold VIG as of Q1 2016.

Gupta Wealth Management held 200,190 shares of Vanguard Dividend Appreciation ETF worth $16.3M as of Q1 2016.
Gupta Wealth Management bought 37,726 Vanguard Dividend Appreciation ETF shares in Q1 2016, an estimated $2.89M.
Vanguard Dividend Appreciation ETF made up 3.81% of Gupta Wealth Management's portfolio in Q1 2016, its #4 holding.
Gupta Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and has held it in 5 quarters since.
580 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.