Integrated Wealth Management (Palm Desert)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio VIG Stock Details VIG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$863K	Buy
2016 Q4	$709K	Buy
2016 Q3	$572K	Buy
2016 Q2	$407K	Sell
2016 Q1	$485K	Sell
2015 Q4	$473K	Sell
2015 Q3	$510K	Sell
2015 Q2	$563K	Sell
2015 Q1	$602K	Buy