Sound View Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sound View Wealth 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
2019 Q1	$1.98M	Buy	18,011 +4,340	+32%	+$457K	0.62%	53
2018 Q4	$1.34M	Buy	+13,671	New	+$1.43M	0.49%	61

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sound View Wealth Advisors's VIG Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 32% in Q1 2019, buying an estimated $457K and bringing the position to 18,011 shares worth $1.98M. The position accounts for 0.62% of the portfolio, ranked #53.

Sound View Wealth Advisors first reported a position in VIG in Q4 2018 and has held it in 2 quarters since. 1,024 funds tracked by Wall St. Rank hold VIG as of Q1 2019.

Sound View Wealth Advisors held 18,011 shares of Vanguard Dividend Appreciation ETF worth $1.98M as of Q1 2019.
Sound View Wealth Advisors bought 4,340 Vanguard Dividend Appreciation ETF shares in Q1 2019, an estimated $457K.
Vanguard Dividend Appreciation ETF made up 0.62% of Sound View Wealth Advisors's portfolio in Q1 2019, its #53 holding.
Sound View Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 2 quarters since.
1,024 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.