Lehman Financial Resources’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-800	Closed	-$58K	–	340
2015 Q3	$58K	Buy	800 +400	+100%	+$31K	0.03%	133
2015 Q2	$31K	Hold	400	–	–	0.02%	207
2015 Q1	$32K	Buy	400 +100	+33%	+$8.11K	0.01%	204
2014 Q4	$24K	Sell	300 -100	-25%	-$7.91K	0.01%	220
2014 Q3	$31K	Buy	400 +300	+300%	+$23.3K	0.02%	189
2014 Q2	$8K	Hold	100	–	–	﹤0.01%	308
2014 Q1	$8K	Hold	100	–	–	﹤0.01%	304
2013 Q4	$8K	Hold	100	–	–	﹤0.01%	293
2013 Q3	$7K	Buy	+100	New	+$6.92K	﹤0.01%	289

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

Lehman Financial Resources's VIG Position: Q4 2015 in Review

Lehman Financial Resources sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2015, closing a stake of 800 shares — an estimated $58K sold.

Lehman Financial Resources first reported a position in VIG in Q3 2013 and held it in 9 quarters. The position peaked at $58K in Q3 2015. 574 funds tracked by Wall St. Rank hold VIG as of Q4 2015.

Lehman Financial Resources reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 800 Vanguard Dividend Appreciation ETF shares in Q4 2015, an estimated $58K.
Lehman Financial Resources first reported a position in Vanguard Dividend Appreciation ETF in Q3 2013 and held it in 9 quarters.
Lehman Financial Resources's Vanguard Dividend Appreciation ETF position peaked at $58K in Q3 2015.
574 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.