Schwarz Dygos Wheeler Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 Q1	–	Sell	-1,770	Closed	-$221K	–	88
2019 Q4	$221K	Hold	1,770	–	–	0.15%	79
2019 Q3	$212K	Hold	1,770	–	–	0.17%	75
2019 Q2	$204K	Buy	+1,770	New	+$199K	0.17%	75

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

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

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's VIG Position: Q1 2020 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2020, closing a stake of 1,770 shares — an estimated $221K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in VIG in Q2 2019 and held it in 3 quarters. The position peaked at $221K in Q4 2019. 1,162 funds tracked by Wall St. Rank hold VIG as of Q1 2020.

Schwarz Dygos Wheeler Investment Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2020 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 1,770 Vanguard Dividend Appreciation ETF shares in Q1 2020, an estimated $221K.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and held it in 3 quarters.
Schwarz Dygos Wheeler Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $221K in Q4 2019.
1,162 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2020.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.