Physicians Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Physicians Financial Services’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
2017 Q1	–	Sell	-143	Closed	-$12K	–	256
2016 Q4	$12K	Hold	143	–	–	0.01%	227
2016 Q3	$12K	Hold	143	–	–	0.01%	222
2016 Q2	$12K	Buy	143 +1	+0.7%	+$82	0.01%	218
2016 Q1	$12K	Buy	142 +1	+0.7%	+$77	0.01%	212
2015 Q4	$11K	Buy	+141	New	+$11K	0.01%	228

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Physicians Financial Services's VIG Position: Q1 2017 in Review

Physicians Financial Services sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2017, closing a stake of 143 shares — an estimated $12K sold.

Physicians Financial Services first reported a position in VIG in Q4 2015 and held it in 5 quarters. The position peaked at $12K in Q4 2016. 685 funds tracked by Wall St. Rank hold VIG as of Q1 2017.

Physicians Financial Services reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2017 after selling out during the quarter.
Physicians Financial Services sold 143 Vanguard Dividend Appreciation ETF shares in Q1 2017, an estimated $12K.
Physicians Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and held it in 5 quarters.
Physicians Financial Services's Vanguard Dividend Appreciation ETF position peaked at $12K in Q4 2016.
685 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.