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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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. 462 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.
462 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.