RKL Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

RKL Wealth Management’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 Q1	–	Sell	-2,056	Closed	-$201K	–	130
2018 Q4	$201K	Sell	2,056 -104	-5%	-$10.8K	0.05%	124
2018 Q3	$239K	Hold	2,160	–	–	0.05%	123
2018 Q2	$220K	Sell	2,160 -164	-7%	-$16.7K	0.05%	125
2018 Q1	$234K	Buy	2,324 +205	+10%	+$21.3K	0.06%	127
2017 Q4	$217K	Buy	+2,119	New	+$209K	0.05%	132
2014 Q4	–	Sell	-2,610	Closed	-$201K	–	60
2014 Q3	$201K	Buy	+2,610	New	+$202K	0.14%	60

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

RKL Wealth Management's VIG Position: Q1 2019 in Review

RKL Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2019, closing a stake of 2,056 shares — an estimated $201K sold.

RKL Wealth Management first reported a position in VIG in Q3 2014 and held it in 6 quarters. The position peaked at $239K in Q3 2018. 1,024 funds tracked by Wall St. Rank hold VIG as of Q1 2019.

RKL Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2019 after selling out during the quarter.
RKL Wealth Management sold 2,056 Vanguard Dividend Appreciation ETF shares in Q1 2019, an estimated $201K.
RKL Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2014 and held it in 6 quarters.
RKL Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $239K in Q3 2018.
1,024 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2019.

Based on RKL Wealth Management's 13F filing for Q1 2019, filed 26 Apr 2019.