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LifePlan Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

LifePlan Financial Group’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
2014
Q2 		– Sell
-559
Closed -$42K – 214
2014
Q1 		$42K Hold
559
– – 0.03% 122
2013
Q4 		$42K Hold
559
– – 0.03% 112
2013
Q3 		$39K Buy
+559
New +$38.7K 0.03% 111

Other funds holding VIG

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

LifePlan Financial Group's VIG Position: Q2 2014 in Review

LifePlan Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2014, closing a stake of 559 shares — an estimated $42K sold.

LifePlan Financial Group first reported a position in VIG in Q3 2013 and held it in 3 quarters. The position peaked at $42K in Q1 2014. 449 funds tracked by Wall St. Rank hold VIG as of Q2 2014.

  • LifePlan Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 559 Vanguard Dividend Appreciation ETF shares in Q2 2014, an estimated $42K.
  • LifePlan Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2013 and held it in 3 quarters.
  • LifePlan Financial Group's Vanguard Dividend Appreciation ETF position peaked at $42K in Q1 2014.
  • 449 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2014.

Based on LifePlan Financial Group's 13F filing for Q2 2014, filed 3 Jul 2014.