LPC
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Loeb Partners Corp’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Loeb Partners Corp’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
-200
Closed -$20K – 276
2018
Q4 		$20K Buy
+200
New +$20.9K 0.01% 209

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Loeb Partners Corp's VIG Position: Q1 2019 in Review

Loeb Partners Corp sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2019, closing a stake of 200 shares — an estimated $20K sold.

Loeb Partners Corp first reported a position in VIG in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 1,024 funds tracked by Wall St. Rank hold VIG as of Q1 2019.

  • Loeb Partners Corp reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2019 after selling out during the quarter.
  • Loeb Partners Corp sold 200 Vanguard Dividend Appreciation ETF shares in Q1 2019, an estimated $20K.
  • Loeb Partners Corp first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and held it in 1 quarter.
  • Loeb Partners Corp's Vanguard Dividend Appreciation ETF position peaked at $20K in Q4 2018.
  • 1,024 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.