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MIM
Midwest Investment Management’s
Vanguard Dividend Appreciation ETF
VIG
Stock Holding History
Midwest Investment Management’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
Q3
$521K
Hold
5,497
–
–
0.43%
36
2017
Q2
$509K
Hold
5,497
–
–
0.43%
36
2017
Q1
$494K
Hold
5,497
–
–
0.42%
36
2016
Q4
$468K
Sell
5,497
-275
-5%
-$23.1K
0.4%
34
2016
Q3
$484K
Hold
5,772
–
–
0.42%
36
2016
Q2
$480K
Hold
5,772
–
–
0.39%
38
2016
Q1
$468K
Hold
5,772
–
–
0.38%
39
2015
Q4
$448K
Sell
5,772
-732
-11%
-$57.1K
0.38%
41
2015
Q3
$479K
Sell
6,504
-1,745
-21%
-$135K
0.41%
41
2015
Q2
$648K
Buy
8,249
+45
+0.5%
+$3.65K
0.5%
44
2015
Q1
$660K
Sell
8,204
-275
-3%
-$22.3K
0.5%
43
2014
Q4
$688K
Sell
8,479
-1,225
-13%
-$96.9K
0.5%
43
2014
Q3
$746K
Sell
9,704
-1,285
-12%
-$99.6K
0.56%
42
2014
Q2
$856K
Sell
10,989
-1,570
-13%
-$120K
0.62%
44
2014
Q1
$944K
Sell
12,559
-3,111
-20%
-$230K
0.71%
44
2013
Q4
$1.18M
Sell
15,670
-160
-1%
-$11.6K
0.88%
47
2013
Q3
$1.1M
Sell
15,830
-325
-2%
-$22.5K
0.92%
44
2013
Q2
$1.07M
Buy
+16,155
New
+$1.08M
1.09%
39
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
W
Wealthfront
Palo Alto, California
$10.4B AUM
6.15%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Canada, Ontario, Canada
$116B AUM
26.37%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors
San Francisco, California
$35B AUM
24.26%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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