MacGuire Cheswick & Tuttle Investment Counsel’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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
2018 Q4	–	Hold	0	–	–	–	41
2018 Q3	–	Hold	0	–	–	–	41
2018 Q2	–	Hold	0	–	–	–	43
2018 Q1	–	Hold	0	–	–	–	44
2017 Q4	–	Hold	0	–	–	–	45
2017 Q3	–	Hold	0	–	–	–	45
2017 Q2	–	Hold	0	–	–	–	46
2017 Q1	–	Hold	0	–	–	–	45
2016 Q4	–	Hold	0	–	–	–	44
2016 Q3	–	Hold	0	–	–	–	44
2016 Q2	–	Hold	0	–	–	–	44
2016 Q1	–	Hold	0	–	–	–	40
2015 Q4	–	Hold	0	–	–	–	41
2015 Q3	–	Hold	0	–	–	–	40
2015 Q2	–	Hold	0	–	–	–	38
2015 Q1	–	Hold	0	–	–	–	41
2014 Q4	–	Hold	0	–	–	–	42
2014 Q3	–	Hold	0	–	–	–	52
2014 Q2	–	Hold	0	–	–	–	51
2014 Q1	–	Hold	0	–	–	–	52
2013 Q4	–	Hold	0	–	–	–	52
2013 Q3	–	Sell	-14,135	Closed	-$978K	–	53
2013 Q2	$936K	Buy	+14,135	New	+$949K	0.27%	60

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

MacGuire Cheswick & Tuttle Investment Counsel's VIG Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q4 2018 at 0 shares worth $2.89M. The position accounts for 0.61% of the portfolio, ranked #41.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in VIG in Q2 2013 and has held it in 1 quarter since. The position peaked at $936K in Q2 2013. 986 funds tracked by Wall St. Rank hold VIG as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 0 shares of Vanguard Dividend Appreciation ETF worth $2.89M as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel left its Vanguard Dividend Appreciation ETF share count unchanged in Q4 2018.
Vanguard Dividend Appreciation ETF made up 0.61% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #41 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 1 quarter since.
MacGuire Cheswick & Tuttle Investment Counsel's Vanguard Dividend Appreciation ETF position peaked at $936K in Q2 2013.
986 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.