SHJ
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Sharkey, Howes & Javer’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sharkey, Howes & Javer’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
2015
Q2 		– Sell
-500
Closed -$40K – 259
2015
Q1 		$40K Buy
+500
New +$40.6K 0.03% 113

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sharkey, Howes & Javer's VIG Position: Q2 2015 in Review

Sharkey, Howes & Javer sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2015, closing a stake of 500 shares — an estimated $40K sold.

Sharkey, Howes & Javer first reported a position in VIG in Q1 2015 and held it in 1 quarter. The position peaked at $40K in Q1 2015. 542 funds tracked by Wall St. Rank hold VIG as of Q2 2015.

  • Sharkey, Howes & Javer reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 500 Vanguard Dividend Appreciation ETF shares in Q2 2015, an estimated $40K.
  • Sharkey, Howes & Javer first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Vanguard Dividend Appreciation ETF position peaked at $40K in Q1 2015.
  • 542 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2015, filed 5 Aug 2015.