United Asset Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

United Asset Strategies’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 Q2	–	Sell	-2,665	Closed	-$292K	–	214
2019 Q1	$292K	Buy	2,665 +400	+18%	+$42.2K	0.07%	169
2018 Q4	$222K	Sell	2,265 -54	-2%	-$5.63K	0.06%	174
2018 Q3	$257K	Sell	2,319 -300	-11%	-$32.2K	0.06%	181
2018 Q2	$266K	Hold	2,619	–	–	0.07%	179
2018 Q1	$265K	Sell	2,619 -246	-9%	-$25.5K	0.08%	169
2017 Q4	$292K	Hold	2,865	–	–	0.08%	166
2017 Q3	$272K	Sell	2,865 -131	-4%	-$12.2K	0.15%	112
2017 Q2	$278K	Buy	2,996 +135	+5%	+$12.4K	0.08%	124
2017 Q1	$257K	Sell	2,861 -1,158	-29%	-$103K	0.08%	119
2016 Q4	$342K	Sell	4,019 -220	-5%	-$18.5K	0.11%	110
2016 Q3	$356K	Buy	4,239 +170	+4%	+$14.4K	0.12%	106
2016 Q2	$339K	Buy	4,069 +69	+2%	+$5.64K	0.13%	103
2016 Q1	$325K	Sell	4,000 -2,020	-34%	-$155K	0.15%	99
2015 Q4	$468K	Buy	6,020 +50	+0.8%	+$3.9K	0.2%	87
2015 Q3	$440K	Buy	+5,970	New	+$462K	0.2%	86

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

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

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

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

CSIA

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

United Asset Strategies's VIG Position: Q2 2019 in Review

United Asset Strategies sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2019, closing a stake of 2,665 shares — an estimated $292K sold.

United Asset Strategies first reported a position in VIG in Q3 2015 and held it in 15 quarters. The position peaked at $468K in Q4 2015. 1,028 funds tracked by Wall St. Rank hold VIG as of Q2 2019.

United Asset Strategies reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2019 after selling out during the quarter.
United Asset Strategies sold 2,665 Vanguard Dividend Appreciation ETF shares in Q2 2019, an estimated $292K.
United Asset Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q3 2015 and held it in 15 quarters.
United Asset Strategies's Vanguard Dividend Appreciation ETF position peaked at $468K in Q4 2015.
1,028 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2019.

Based on United Asset Strategies's 13F filing for Q2 2019, filed 31 Jul 2019.