Personal Financial Consultants’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Personal Financial Consultants’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 Q2	$1.7M	Buy	14,785 +743	+5%	+$83.3K	1.28%	12
2019 Q1	$1.54M	Sell	14,042 -14	-0.1%	-$1.48K	1.18%	12
2018 Q4	$1.38M	Buy	14,056 +78	+0.6%	+$8.13K	1.16%	16
2018 Q3	$1.55M	Buy	+13,978	New	+$1.5M	1.13%	14

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Personal Financial Consultants's VIG Position: Q2 2019 in Review

Personal Financial Consultants increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.3% in Q2 2019, buying an estimated $83.3K and bringing the position to 14,785 shares worth $1.7M. The position accounts for 1.28% of the portfolio, ranked #12.

Personal Financial Consultants first reported a position in VIG in Q3 2018 and has held it in 4 quarters since. 1,028 funds tracked by Wall St. Rank hold VIG as of Q2 2019.

Personal Financial Consultants held 14,785 shares of Vanguard Dividend Appreciation ETF worth $1.7M as of Q2 2019.
Personal Financial Consultants bought 743 Vanguard Dividend Appreciation ETF shares in Q2 2019, an estimated $83.3K.
Vanguard Dividend Appreciation ETF made up 1.28% of Personal Financial Consultants's portfolio in Q2 2019, its #12 holding.
Personal Financial Consultants first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 4 quarters since.
1,028 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2019.

Based on Personal Financial Consultants's 13F filing for Q2 2019, filed 25 Jul 2019.