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TCG Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

TCG 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
Q3 		– Sell
-755
Closed -$88K – 402
2019
Q2 		$88K Sell
755
-99
-12% -$11.1K 0.08% 122
2019
Q1 		$94K Buy
+854
New +$90K 0.09% 117

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

TCG Advisors's VIG Position: Q3 2019 in Review

TCG Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2019, closing a stake of 755 shares — an estimated $88K sold.

TCG Advisors first reported a position in VIG in Q1 2019 and held it in 2 quarters. The position peaked at $94K in Q1 2019. 1,054 funds tracked by Wall St. Rank hold VIG as of Q3 2019.

  • TCG Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 755 Vanguard Dividend Appreciation ETF shares in Q3 2019, an estimated $88K.
  • TCG Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and held it in 2 quarters.
  • TCG Advisors's Vanguard Dividend Appreciation ETF position peaked at $94K in Q1 2019.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.