Huber Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Huber Financial Advisors’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 Q1	$914K	Sell	8,841 -34	-0.4%	-$4.06K	0.34%	38
2019 Q4	$1.11M	Sell	8,875 -1,515	-15%	-$183K	0.38%	36
2019 Q3	$1.24M	Buy	10,390 +255	+3%	+$30.1K	0.48%	28
2019 Q2	$1.17M	Sell	10,135 -250	-2%	-$28K	0.51%	26
2019 Q1	$1.14M	Sell	10,385 -277	-3%	-$29.2K	0.56%	25
2018 Q4	$1.04M	Sell	10,662 -4,789	-31%	-$499K	0.57%	25
2018 Q3	$1.71M	Sell	15,451 -779	-5%	-$83.7K	1.31%	13
2018 Q2	$1.65M	Sell	16,230 -2,187	-12%	-$223K	1.5%	12
2018 Q1	$1.86M	Sell	18,417 -2,757	-13%	-$286K	1.83%	10
2017 Q4	$2.16M	Buy	+21,174	New	+$2.08M	2.38%	8

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Huber Financial Advisors's VIG Position: Q1 2020 in Review

Huber Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.38% in Q1 2020, selling an estimated $4.06K and leaving 8,841 shares worth $914K. The position accounts for 0.34% of the portfolio, ranked #38.

Huber Financial Advisors first reported a position in VIG in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.16M in Q4 2017. 1,162 funds tracked by Wall St. Rank hold VIG as of Q1 2020.

Huber Financial Advisors held 8,841 shares of Vanguard Dividend Appreciation ETF worth $914K as of Q1 2020.
Huber Financial Advisors sold 34 Vanguard Dividend Appreciation ETF shares in Q1 2020, an estimated $4.06K.
Vanguard Dividend Appreciation ETF made up 0.34% of Huber Financial Advisors's portfolio in Q1 2020, its #38 holding.
Huber Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.16M in Q4 2017.
1,162 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.