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Telemus Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Telemus Capital’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
Q1 		– Sell
-1,200
Closed -$122K – 557
2017
Q4 		$122K Buy
+1,200
New +$118K 0.01% 415

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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Telemus Capital's VIG Position: Q1 2018 in Review

Telemus Capital sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2018, closing a stake of 1,200 shares — an estimated $122K sold.

Telemus Capital first reported a position in VIG in Q4 2017 and held it in 1 quarter. The position peaked at $122K in Q4 2017. 842 funds tracked by Wall St. Rank hold VIG as of Q1 2018.

  • Telemus Capital reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2018 after selling out during the quarter.
  • Telemus Capital sold 1,200 Vanguard Dividend Appreciation ETF shares in Q1 2018, an estimated $122K.
  • Telemus Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 1 quarter.
  • Telemus Capital's Vanguard Dividend Appreciation ETF position peaked at $122K in Q4 2017.
  • 842 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2018.

Based on Telemus Capital's 13F filing for Q1 2018, filed 27 Apr 2018.