Houlihan Financial Resource Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Houlihan Financial Resource Group’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
2020 Q3	$62K	Buy	+450	New	+$56.6K	0.04%	156

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

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 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

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

Houlihan Financial Resource Group's VIG Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2020: 450 shares worth $62K. The stake represents 0.04% of the portfolio and ranks #156 among its holdings.

1,248 funds tracked by Wall St. Rank hold VIG as of Q3 2020.

Houlihan Financial Resource Group held 450 shares of Vanguard Dividend Appreciation ETF worth $62K as of Q3 2020.
Vanguard Dividend Appreciation ETF was a new Houlihan Financial Resource Group position in Q3 2020.
Vanguard Dividend Appreciation ETF made up 0.04% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #156 holding.
1,248 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.