JOYN Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

JOYN 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
2019 Q1	–	Sell	-1,223	Closed	-$120K	–	1363
2018 Q4	$120K	Hold	1,223	–	–	0.03%	169
2018 Q3	$135K	Hold	1,223	–	–	0.03%	174
2018 Q2	$124K	Sell	1,223 -1,153	-49%	-$118K	0.03%	188
2018 Q1	$240K	Sell	2,376 -1,025	-30%	-$106K	0.05%	114
2017 Q4	$347K	Buy	+3,401	New	+$335K	0.07%	114

Other funds holding VIG

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

JOYN Advisors's VIG Position: Q1 2019 in Review

JOYN Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2019, closing a stake of 1,223 shares — an estimated $120K sold.

JOYN Advisors first reported a position in VIG in Q4 2017 and held it in 5 quarters. The position peaked at $347K in Q4 2017. 1,024 funds tracked by Wall St. Rank hold VIG as of Q1 2019.

JOYN Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 1,223 Vanguard Dividend Appreciation ETF shares in Q1 2019, an estimated $120K.
JOYN Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 5 quarters.
JOYN Advisors's Vanguard Dividend Appreciation ETF position peaked at $347K in Q4 2017.
1,024 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.