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SevenBridge Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SevenBridge Financial 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
2019
Q3 		– Sell
-1,006
Closed -$116K – 554
2019
Q2 		$116K Buy
1,006
+985
+4,690% +$110K 0.04% 191
2019
Q1 		$2K Buy
+21
New +$2.21K ﹤0.01% 570

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

SevenBridge Financial Group's VIG Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2019, closing a stake of 1,006 shares — an estimated $116K sold.

SevenBridge Financial Group first reported a position in VIG in Q1 2019 and held it in 2 quarters. The position peaked at $116K in Q2 2019. 1,054 funds tracked by Wall St. Rank hold VIG as of Q3 2019.

  • SevenBridge Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 1,006 Vanguard Dividend Appreciation ETF shares in Q3 2019, an estimated $116K.
  • SevenBridge Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and held it in 2 quarters.
  • SevenBridge Financial Group's Vanguard Dividend Appreciation ETF position peaked at $116K in Q2 2019.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.