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Kays Financial Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kays Financial Advisory’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
2017
Q2 		– Sell
-6,559
Closed -$590K – 83
2017
Q1 		$590K Buy
+6,559
New +$581K 0.21% 55

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Kays Financial Advisory's VIG Position: Q2 2017 in Review

Kays Financial Advisory sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2017, closing a stake of 6,559 shares — an estimated $590K sold.

Kays Financial Advisory first reported a position in VIG in Q1 2017 and held it in 1 quarter. The position peaked at $590K in Q1 2017. 710 funds tracked by Wall St. Rank hold VIG as of Q2 2017.

  • Kays Financial Advisory reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2017 after selling out during the quarter.
  • Kays Financial Advisory sold 6,559 Vanguard Dividend Appreciation ETF shares in Q2 2017, an estimated $590K.
  • Kays Financial Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q1 2017 and held it in 1 quarter.
  • Kays Financial Advisory's Vanguard Dividend Appreciation ETF position peaked at $590K in Q1 2017.
  • 710 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2017.

Based on Kays Financial Advisory's 13F filing for Q2 2017, filed 1 Nov 2018.