OptiFour Integrated Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

OptiFour Integrated Wealth 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
2019 Q4	$269K	Sell	2,161 -36	-2%	-$4.36K	0.18%	63
2019 Q3	$263K	Hold	2,197	–	–	0.19%	61
2019 Q2	$253K	Sell	2,197 -52	-2%	-$5.83K	0.18%	69
2019 Q1	$247K	Sell	2,249 -42	-2%	-$4.43K	0.2%	42
2018 Q4	$224K	Sell	2,291 -4,058	-64%	-$423K	0.2%	41
2018 Q3	$703K	Sell	6,349 -30	-0.5%	-$3.23K	0.58%	20
2018 Q2	$648K	Hold	6,379	–	–	0.56%	19
2018 Q1	$645K	Sell	6,379 -108	-2%	-$11.2K	0.54%	23
2017 Q4	$662K	Buy	+6,487	New	+$639K	0.55%	24

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OptiFour Integrated Wealth Management's VIG Position: Q4 2019 in Review

OptiFour Integrated Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q4 2019, selling an estimated $4.36K and leaving 2,161 shares worth $269K. The position accounts for 0.18% of the portfolio, ranked #63.

OptiFour Integrated Wealth Management first reported a position in VIG in Q4 2017 and has held it in 9 quarters since. The position peaked at $703K in Q3 2018. 1,187 funds tracked by Wall St. Rank hold VIG as of Q4 2019.

OptiFour Integrated Wealth Management held 2,161 shares of Vanguard Dividend Appreciation ETF worth $269K as of Q4 2019.
OptiFour Integrated Wealth Management sold 36 Vanguard Dividend Appreciation ETF shares in Q4 2019, an estimated $4.36K.
Vanguard Dividend Appreciation ETF made up 0.18% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #63 holding.
OptiFour Integrated Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $703K in Q3 2018.
1,187 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.