InterOcean Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

InterOcean Capital’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 Q2	$328K	Buy	2,801 +2	+0.1%	+$228	0.02%	138
2020 Q1	$289K	Sell	2,799 -306	-10%	-$36.5K	0.03%	144
2019 Q4	$387K	Buy	3,105 +2	+0.1%	+$242	0.03%	147
2019 Q3	$371K	Buy	+3,103	New	+$366K	0.03%	150

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

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

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

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

InterOcean Capital's VIG Position: Q2 2020 in Review

InterOcean Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.07% in Q2 2020, buying an estimated $228 and bringing the position to 2,801 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #138.

InterOcean Capital first reported a position in VIG in Q3 2019 and has held it in 4 quarters since. The position peaked at $387K in Q4 2019. 1,199 funds tracked by Wall St. Rank hold VIG as of Q2 2020.

InterOcean Capital held 2,801 shares of Vanguard Dividend Appreciation ETF worth $328K as of Q2 2020.
InterOcean Capital bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2020, an estimated $228.
Vanguard Dividend Appreciation ETF made up 0.02% of InterOcean Capital's portfolio in Q2 2020, its #138 holding.
InterOcean Capital first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 4 quarters since.
InterOcean Capital's Vanguard Dividend Appreciation ETF position peaked at $387K in Q4 2019.
1,199 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.