Private Vista’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Private Vista’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
2020 Q2	–	Sell	-5,026	Closed	-$519K	–	152
2020 Q1	$519K	Hold	5,026	–	–	0.2%	72
2019 Q4	$625K	Hold	5,026	–	–	0.17%	61
2019 Q3	$601K	Buy	5,026 +1,042	+26%	+$123K	0.16%	65
2019 Q2	$460K	Buy	3,984 +334	+9%	+$37.5K	0.12%	87
2019 Q1	$399K	Sell	3,650 -240	-6%	-$25.3K	0.1%	100
2018 Q4	$381K	Sell	3,890 -111	-3%	-$11.6K	0.09%	101
2018 Q3	$443K	Sell	4,001 -683	-15%	-$73.4K	0.09%	95
2018 Q2	$476K	Sell	4,684 -10	-0.2%	-$1.02K	0.11%	90
2018 Q1	$474K	Buy	+4,694	New	+$487K	0.14%	74
2017 Q4	–	Sell	-2,362	Closed	-$224K	–	110
2017 Q3	$224K	Buy	+2,362	New	+$220K	0.05%	103

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Vista's VIG Position: Q2 2020 in Review

Private Vista sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2020, closing a stake of 5,026 shares — an estimated $519K sold.

Private Vista first reported a position in VIG in Q3 2017 and held it in 10 quarters. The position peaked at $625K in Q4 2019. 1,199 funds tracked by Wall St. Rank hold VIG as of Q2 2020.

Private Vista reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2020 after selling out during the quarter.
Private Vista sold 5,026 Vanguard Dividend Appreciation ETF shares in Q2 2020, an estimated $519K.
Private Vista first reported a position in Vanguard Dividend Appreciation ETF in Q3 2017 and held it in 10 quarters.
Private Vista's Vanguard Dividend Appreciation ETF position peaked at $625K in Q4 2019.
1,199 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.