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Piershale Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Piershale Financial Group’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
2016
Q1 		– Sell
-459
Closed -$36K – 211
2015
Q4 		$36K Buy
+459
New +$35.8K 0.02% 51

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Piershale Financial Group's VIG Position: Q1 2016 in Review

Piershale Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2016, closing a stake of 459 shares — an estimated $36K sold.

Piershale Financial Group first reported a position in VIG in Q4 2015 and held it in 1 quarter. The position peaked at $36K in Q4 2015. 581 funds tracked by Wall St. Rank hold VIG as of Q1 2016.

  • Piershale Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2016 after selling out during the quarter.
  • Piershale Financial Group sold 459 Vanguard Dividend Appreciation ETF shares in Q1 2016, an estimated $36K.
  • Piershale Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and held it in 1 quarter.
  • Piershale Financial Group's Vanguard Dividend Appreciation ETF position peaked at $36K in Q4 2015.
  • 581 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2016.

Based on Piershale Financial Group's 13F filing for Q1 2016, filed 15 Apr 2016.