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Parasol Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Parasol 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
2015
Q1 		– Sell
-502
Closed -$41K – 296
2014
Q4 		$41K Buy
+502
New +$39.7K 0.03% 129

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Parasol Investment Management's VIG Position: Q1 2015 in Review

Parasol Investment Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2015, closing a stake of 502 shares — an estimated $41K sold.

Parasol Investment Management first reported a position in VIG in Q4 2014 and held it in 1 quarter. The position peaked at $41K in Q4 2014. 542 funds tracked by Wall St. Rank hold VIG as of Q1 2015.

  • Parasol Investment Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2015 after selling out during the quarter.
  • Parasol Investment Management sold 502 Vanguard Dividend Appreciation ETF shares in Q1 2015, an estimated $41K.
  • Parasol Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and held it in 1 quarter.
  • Parasol Investment Management's Vanguard Dividend Appreciation ETF position peaked at $41K in Q4 2014.
  • 542 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2015.

Based on Parasol Investment Management's 13F filing for Q1 2015, filed 15 May 2015.