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

Vector 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
2016 Q4	$407K	Hold	4,775	–	–	0.29%	48
2016 Q3	$401K	Hold	4,775	–	–	0.27%	48
2016 Q2	$398K	Buy	4,775 +573	+14%	+$46.8K	0.27%	49
2016 Q1	$341K	Sell	4,202 -1,187	-22%	-$91K	0.25%	50
2015 Q4	$419K	Hold	5,389	–	–	0.33%	37
2015 Q3	$425K	Sell	5,389 -640	-11%	-$49.6K	0.33%	38
2015 Q2	$474K	Buy	6,029 +894	+17%	+$72.4K	0.37%	33
2015 Q1	$413K	Hold	5,135	–	–	0.34%	31
2014 Q4	$417K	Buy	+5,135	New	+$406K	0.31%	32

Other funds holding VIG

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Vector Wealth Management's VIG Position: Q4 2016 in Review

Vector Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q4 2016 at 4,775 shares worth $407K. The position accounts for 0.29% of the portfolio, ranked #48.

Vector Wealth Management first reported a position in VIG in Q4 2014 and has held it in 9 quarters since. The position peaked at $474K in Q2 2015. 676 funds tracked by Wall St. Rank hold VIG as of Q4 2016.

Vector Wealth Management held 4,775 shares of Vanguard Dividend Appreciation ETF worth $407K as of Q4 2016.
Vector Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q4 2016.
Vanguard Dividend Appreciation ETF made up 0.29% of Vector Wealth Management's portfolio in Q4 2016, its #48 holding.
Vector Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 9 quarters since.
Vector Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $474K in Q2 2015.
676 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.