Psagot Value Holdings’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Psagot Value Holdings’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 Q2	–	Sell	-1,200	Closed	-$176K	–	503
2021 Q1	$176K	Hold	1,200	–	–	﹤0.01%	279
2020 Q4	$169K	Hold	1,200	–	–	﹤0.01%	260
2020 Q3	$154K	Hold	1,200	–	–	﹤0.01%	281
2020 Q2	$141K	Hold	1,200	–	–	﹤0.01%	259
2020 Q1	$124K	Hold	1,200	–	–	0.01%	256
2019 Q4	$150K	Hold	1,200	–	–	0.01%	297
2019 Q3	$143K	Hold	1,200	–	–	0.01%	265
2019 Q2	$138K	Hold	1,200	–	–	0.01%	285
2019 Q1	$132K	Hold	1,200	–	–	0.01%	286
2018 Q4	$118K	Hold	1,200	–	–	0.01%	290
2018 Q3	$133K	Hold	1,200	–	–	0.01%	242
2018 Q2	$122K	Hold	1,200	–	–	0.01%	240
2018 Q1	$121K	Sell	1,200 -1,800	-60%	-$187K	0.01%	253
2017 Q4	$306K	Hold	3,000	–	–	0.01%	197
2017 Q3	$284K	Sell	3,000 -1,000	-25%	-$93.3K	0.01%	211
2017 Q2	$371K	Hold	4,000	–	–	0.02%	193
2017 Q1	$360K	Sell	4,000 -7,355	-65%	-$652K	0.02%	201
2016 Q4	$967K	Sell	11,355 -5,000	-31%	-$420K	0.04%	143
2016 Q3	$1.37M	Sell	16,355 -268	-2%	-$22.7K	0.06%	129
2016 Q2	$1.38M	Buy	16,623 +268	+2%	+$21.9K	0.06%	122
2016 Q1	$1.33M	Hold	16,355	–	–	0.06%	147
2015 Q4	$1.27M	Hold	16,355	–	–	0.05%	145
2015 Q3	$1.21M	Hold	16,355	–	–	0.04%	158
2015 Q2	$1.28M	Hold	16,355	–	–	0.04%	159
2015 Q1	$1.32M	Hold	16,355	–	–	0.04%	151
2014 Q4	$1.33M	Hold	16,355	–	–	0.05%	141
2014 Q3	$1.26M	Buy	16,355 +7,640	+88%	+$592K	0.04%	133
2014 Q2	$679K	Buy	8,715 +3,715	+74%	+$284K	0.02%	164
2014 Q1	$376K	Hold	5,000	–	–	0.01%	209
2013 Q4	$376K	Buy	+5,000	New	+$364K	0.01%	222

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

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

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

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

Psagot Value Holdings's VIG Position: Q2 2021 in Review

Psagot Value Holdings sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2021, closing a stake of 1,200 shares — an estimated $176K sold.

Psagot Value Holdings first reported a position in VIG in Q4 2013 and held it in 30 quarters. The position peaked at $1.38M in Q2 2016. 1,479 funds tracked by Wall St. Rank hold VIG as of Q2 2021.

Psagot Value Holdings reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2021 after selling out during the quarter.
Psagot Value Holdings sold 1,200 Vanguard Dividend Appreciation ETF shares in Q2 2021, an estimated $176K.
Psagot Value Holdings first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and held it in 30 quarters.
Psagot Value Holdings's Vanguard Dividend Appreciation ETF position peaked at $1.38M in Q2 2016.
1,479 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2021.

Based on Psagot Value Holdings's 13F filing for Q2 2021, filed 11 Aug 2021.