TWM
VIG icon

Torch Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Torch Wealth Management’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
2014
Q3 		– Sell
-453
Closed -$35K – 224
2014
Q2 		$35K Hold
453
– – 0.02% 182
2014
Q1 		$34K Hold
453
– – 0.02% 186
2013
Q4 		$34K Buy
+453
New +$33K 0.03% 162

Other funds holding VIG

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Torch Wealth Management's VIG Position: Q3 2014 in Review

Torch Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2014, closing a stake of 453 shares — an estimated $35K sold.

Torch Wealth Management first reported a position in VIG in Q4 2013 and held it in 3 quarters. The position peaked at $35K in Q2 2014. 463 funds tracked by Wall St. Rank hold VIG as of Q3 2014.

  • Torch Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 453 Vanguard Dividend Appreciation ETF shares in Q3 2014, an estimated $35K.
  • Torch Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $35K in Q2 2014.
  • 463 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.