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

Polaris Wealth 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
2017
Q3 		– Sell
-16,399
Closed -$1.52M – 157
2017
Q2 		$1.52M Buy
+16,399
New +$1.5M 0.17% 61

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Polaris Wealth Advisory Group's VIG Position: Q3 2017 in Review

Polaris Wealth Advisory Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2017, closing a stake of 16,399 shares — an estimated $1.52M sold.

Polaris Wealth Advisory Group first reported a position in VIG in Q2 2017 and held it in 1 quarter. The position peaked at $1.52M in Q2 2017. 718 funds tracked by Wall St. Rank hold VIG as of Q3 2017.

  • Polaris Wealth Advisory Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 16,399 Vanguard Dividend Appreciation ETF shares in Q3 2017, an estimated $1.52M.
  • Polaris Wealth Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2017 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $1.52M in Q2 2017.
  • 718 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2017, filed 1 Nov 2017.