Syntal Capital Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Syntal Capital Partners’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
2018 Q4	–	Sell	-5,420	Closed	-$602K	–	135
2018 Q3	$602K	Hold	5,420	–	–	0.21%	75
2018 Q2	$550K	Hold	5,420	–	–	0.21%	77
2018 Q1	$547K	Hold	5,420	–	–	0.19%	84
2017 Q4	$553K	Buy	+5,420	New	+$534K	0.17%	93

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

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

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

Syntal Capital Partners's VIG Position: Q4 2018 in Review

Syntal Capital Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2018, closing a stake of 5,420 shares — an estimated $602K sold.

Syntal Capital Partners first reported a position in VIG in Q4 2017 and held it in 4 quarters. The position peaked at $602K in Q3 2018. 986 funds tracked by Wall St. Rank hold VIG as of Q4 2018.

Syntal Capital Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2018 after selling out during the quarter.
Syntal Capital Partners sold 5,420 Vanguard Dividend Appreciation ETF shares in Q4 2018, an estimated $602K.
Syntal Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 4 quarters.
Syntal Capital Partners's Vanguard Dividend Appreciation ETF position peaked at $602K in Q3 2018.
986 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2018.

Based on Syntal Capital Partners's 13F filing for Q4 2018, filed 13 Feb 2019.