O'Brien Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

O'Brien Wealth Partners’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	–	Sell	-729	Closed	-$81K	–	192
2018 Q3	$81K	Buy	729 +707	+3,214%	+$76K	0.05%	57
2018 Q2	$2K	Buy	+22	New	+$2.24K	﹤0.01%	88

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

O'Brien Wealth Partners's VIG Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2018, closing a stake of 729 shares — an estimated $81K sold.

O'Brien Wealth Partners first reported a position in VIG in Q2 2018 and held it in 2 quarters. The position peaked at $81K in Q3 2018. 986 funds tracked by Wall St. Rank hold VIG as of Q4 2018.

O'Brien Wealth Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 729 Vanguard Dividend Appreciation ETF shares in Q4 2018, an estimated $81K.
O'Brien Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and held it in 2 quarters.
O'Brien Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $81K in Q3 2018.
986 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.