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Vontobel Swiss Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vontobel Swiss Wealth Advisors’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
2020
Q1 		– Sell
-1,627
Closed -$203K – 97
2019
Q4 		$203K Buy
+1,627
New +$197K 0.13% 93

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's VIG Position: Q1 2020 in Review

Vontobel Swiss Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2020, closing a stake of 1,627 shares — an estimated $203K sold.

Vontobel Swiss Wealth Advisors first reported a position in VIG in Q4 2019 and held it in 1 quarter. The position peaked at $203K in Q4 2019. 1,162 funds tracked by Wall St. Rank hold VIG as of Q1 2020.

  • Vontobel Swiss Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2020 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 1,627 Vanguard Dividend Appreciation ETF shares in Q1 2020, an estimated $203K.
  • Vontobel Swiss Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $203K in Q4 2019.
  • 1,162 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.