Peak Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Peak Capital 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
2018 Q3	–	Sell	-514	Closed	-$52K	–	169
2018 Q2	$52K	Buy	+514	New	+$52.4K	0.03%	78
2017 Q4	–	Sell	-2,335	Closed	-$221K	–	62
2017 Q3	$221K	Sell	2,335 -453	-16%	-$42.3K	0.15%	61
2017 Q2	$258K	Buy	+2,788	New	+$256K	0.14%	97

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Peak Capital Management's VIG Position: Q3 2018 in Review

Peak Capital Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2018, closing a stake of 514 shares — an estimated $52K sold.

Peak Capital Management first reported a position in VIG in Q2 2017 and held it in 3 quarters. The position peaked at $258K in Q2 2017. 909 funds tracked by Wall St. Rank hold VIG as of Q3 2018.

Peak Capital Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2018 after selling out during the quarter.
Peak Capital Management sold 514 Vanguard Dividend Appreciation ETF shares in Q3 2018, an estimated $52K.
Peak Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2017 and held it in 3 quarters.
Peak Capital Management's Vanguard Dividend Appreciation ETF position peaked at $258K in Q2 2017.
909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.