Starfire Investment Advisers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Starfire Investment Advisers’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 Q2	$11.8M	Buy	100,339 +538	+0.5%	+$61.2K	5.61%	2
2020 Q1	$10.3M	Sell	99,801 -5,176	-5%	-$618K	5.67%	2
2019 Q4	$13.1M	Buy	104,977 +616	+0.6%	+$74.5K	5%	2
2019 Q3	$12.5M	Buy	104,361 +790	+0.8%	+$93.2K	5.11%	1
2019 Q2	$11.9M	Sell	103,571 -2,225	-2%	-$250K	5.33%	1
2019 Q1	$11.6M	Buy	105,796 +4,013	+4%	+$423K	5.32%	1
2018 Q4	$9.97M	Buy	101,783 +14,771	+17%	+$1.54M	5.37%	1
2018 Q3	$9.63M	Sell	87,012 -11,175	-11%	-$1.2M	4.78%	3
2018 Q2	$9.98M	Sell	98,187 -276	-0.3%	-$28.1K	5.05%	3
2018 Q1	$9.95M	Buy	+98,463	New	+$10.2M	5.18%	3
2017 Q4	–	Sell	-112,120	Closed	-$10.6M	–	225
2017 Q3	$10.6M	Buy	112,120 +443	+0.4%	+$41.3K	6.44%	1
2017 Q2	$10.3M	Sell	111,677 -167	-0.1%	-$15.3K	6.06%	1
2017 Q1	$9.98M	Sell	111,844 -228	-0.2%	-$20.2K	5.37%	1
2016 Q4	$9.55M	Sell	112,072 -308	-0.3%	-$25.9K	5.45%	1
2016 Q3	$9.43M	Sell	112,380 -385	-0.3%	-$32.6K	5.57%	1
2016 Q2	$9.39M	Buy	112,765 +4,909	+5%	+$401K	6.46%	1
2016 Q1	$8.76M	Buy	107,856 +1,950	+2%	+$149K	5.76%	1
2015 Q4	$8.24M	Buy	105,906 +1,080	+1%	+$84.3K	5.66%	1
2015 Q3	$7.73M	Sell	104,826 -4,190	-4%	-$325K	5.65%	1
2015 Q2	$8.57M	Sell	109,016 -5,950	-5%	-$482K	5.67%	1
2015 Q1	$9.25M	Buy	+114,966	New	+$9.33M	6.06%	1

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

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

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

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Starfire Investment Advisers's VIG Position: Q2 2020 in Review

Starfire Investment Advisers increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.54% in Q2 2020, buying an estimated $61.2K and bringing the position to 100,339 shares worth $11.8M. The position accounts for 5.61% of the portfolio, ranked #2.

Starfire Investment Advisers first reported a position in VIG in Q1 2015 and has held it in 21 quarters since. The position peaked at $13.1M in Q4 2019. 1,200 funds tracked by Wall St. Rank hold VIG as of Q2 2020.

Starfire Investment Advisers held 100,339 shares of Vanguard Dividend Appreciation ETF worth $11.8M as of Q2 2020.
Starfire Investment Advisers bought 538 Vanguard Dividend Appreciation ETF shares in Q2 2020, an estimated $61.2K.
Vanguard Dividend Appreciation ETF made up 5.61% of Starfire Investment Advisers's portfolio in Q2 2020, its #2 holding.
Starfire Investment Advisers first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and has held it in 21 quarters since.
Starfire Investment Advisers's Vanguard Dividend Appreciation ETF position peaked at $13.1M in Q4 2019.
1,200 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.