Pinnacle Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pinnacle Advisory 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
2021 Q1	$468K	Buy	3,184 +1,200	+60%	+$171K	0.02%	172
2020 Q4	$280K	Buy	1,984 +255	+15%	+$34.6K	0.02%	167
2020 Q3	$222K	Hold	1,729	–	–	0.01%	165
2020 Q2	$203K	Buy	+1,729	New	+$197K	0.01%	163

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pinnacle Advisory Group's VIG Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 60% in Q1 2021, buying an estimated $171K and bringing the position to 3,184 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #172.

Pinnacle Advisory Group first reported a position in VIG in Q2 2020 and has held it in 4 quarters since. 1,441 funds tracked by Wall St. Rank hold VIG as of Q1 2021.

Pinnacle Advisory Group held 3,184 shares of Vanguard Dividend Appreciation ETF worth $468K as of Q1 2021.
Pinnacle Advisory Group bought 1,200 Vanguard Dividend Appreciation ETF shares in Q1 2021, an estimated $171K.
Vanguard Dividend Appreciation ETF made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #172 holding.
Pinnacle Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 4 quarters since.
1,441 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.