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Planning Solutions Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Planning Solutions 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
2019
Q2 		$377K Buy
3,271
+162
+5% +$18.2K 0.19% 90
2019
Q1 		$341K Hold
3,109
– – 0.18% 94
2018
Q4 		$305K Buy
+3,109
New +$324K 0.19% 97

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Planning Solutions Group's VIG Position: Q2 2019 in Review

Planning Solutions Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.2% in Q2 2019, buying an estimated $18.2K and bringing the position to 3,271 shares worth $377K. The position accounts for 0.19% of the portfolio, ranked #90.

Planning Solutions Group first reported a position in VIG in Q4 2018 and has held it in 3 quarters since. 1,028 funds tracked by Wall St. Rank hold VIG as of Q2 2019.

  • Planning Solutions Group held 3,271 shares of Vanguard Dividend Appreciation ETF worth $377K as of Q2 2019.
  • Planning Solutions Group bought 162 Vanguard Dividend Appreciation ETF shares in Q2 2019, an estimated $18.2K.
  • Vanguard Dividend Appreciation ETF made up 0.19% of Planning Solutions Group's portfolio in Q2 2019, its #90 holding.
  • Planning Solutions Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 3 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.