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Legacy Wealth Management (Tennessee)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Legacy Wealth Management (Tennessee)’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
Q1 		– Sell
-1,168
Closed -$99.5K – 64
2016
Q4 		$99.5K Buy
+1,168
New +$98.2K 0.03% 16

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s VIG Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2017, closing a stake of 1,168 shares — an estimated $99.5K sold.

Legacy Wealth Management (Tennessee) first reported a position in VIG in Q4 2016 and held it in 1 quarter. The position peaked at $99.5K in Q4 2016. 685 funds tracked by Wall St. Rank hold VIG as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 1,168 Vanguard Dividend Appreciation ETF shares in Q1 2017, an estimated $99.5K.
  • Legacy Wealth Management (Tennessee) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s Vanguard Dividend Appreciation ETF position peaked at $99.5K in Q4 2016.
  • 685 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.