SGS
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Sterling Global Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sterling Global Strategies’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 		$210K Sell
1,918
-1
-0.1% -$105 1.17% 24
2018
Q4 		$188K Buy
+1,919
New +$200K 0.95% 22

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

Sterling Global Strategies's VIG Position: Q1 2019 in Review

Sterling Global Strategies reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.05% in Q1 2019, selling an estimated $105 and leaving 1,918 shares worth $210K. The position accounts for 1.17% of the portfolio, ranked #24.

Sterling Global Strategies 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.

  • Sterling Global Strategies held 1,918 shares of Vanguard Dividend Appreciation ETF worth $210K as of Q1 2019.
  • Sterling Global Strategies sold 1 Vanguard Dividend Appreciation ETF share in Q1 2019, an estimated $105.
  • Vanguard Dividend Appreciation ETF made up 1.17% of Sterling Global Strategies's portfolio in Q1 2019, its #24 holding.
  • Sterling Global Strategies 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 Sterling Global Strategies's 13F filing for Q1 2019, filed 15 May 2019.