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Steel Grove Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Steel Grove Capital 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 		– Sell
-11,793
Closed -$1.16M – 271
2018
Q4 		$1.16M Buy
11,793
+89
+0.8% +$9.28K 0.16% 121
2018
Q3 		$1.3M Buy
11,704
+876
+8% +$94.2K 0.18% 108
2018
Q2 		$1.11M Hold
10,828
– – 0.18% 116
2018
Q1 		$1.09M Buy
10,828
+43
+0.4% +$4.46K 0.17% 122
2017
Q4 		$1.1M Buy
10,785
+57
+0.5% +$5.61K 0.17% 116
2017
Q3 		$1.02M Buy
10,728
+49
+0.5% +$4.57K 0.18% 104
2017
Q2 		$990K Buy
10,679
+109
+1% +$10K 0.18% 111
2017
Q1 		$955K Hold
10,570
– – 0.17% 113
2016
Q4 		$900K Buy
10,570
+71
+0.7% +$5.97K 0.18% 106
2016
Q3 		$881K Buy
10,499
+50
+0.5% +$4.24K 0.2% 82
2016
Q2 		$870K Buy
10,449
+57
+0.5% +$4.66K 0.21% 80
2016
Q1 		$844K Buy
10,392
+53
+0.5% +$4.06K 0.21% 80
2015
Q4 		$804K Sell
10,339
-238
-2% -$18.6K 0.2% 91
2015
Q3 		$780K Buy
+10,577
New +$819K 0.19% 85
2014
Q3 		– Sell
-4,842
Closed -$377K – 147
2014
Q2 		$377K Hold
4,842
– – 0.09% 91
2014
Q1 		$364K Buy
+4,842
New +$357K 0.09% 95

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

Steel Grove Capital Advisors's VIG Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2019, closing a stake of 11,793 shares — an estimated $1.16M sold.

Steel Grove Capital Advisors first reported a position in VIG in Q1 2014 and held it in 16 quarters. The position peaked at $1.3M in Q3 2018. 1,024 funds tracked by Wall St. Rank hold VIG as of Q1 2019.

  • Steel Grove Capital Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2019 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 11,793 Vanguard Dividend Appreciation ETF shares in Q1 2019, an estimated $1.16M.
  • Steel Grove Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2014 and held it in 16 quarters.
  • Steel Grove Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.3M in Q3 2018.
  • 1,024 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.