Wagner Wealth Management (South Carolina)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018 Q3	$490K	Buy	4,425 +74	+2%	+$7.96K	0.33%	70
2018 Q2	$442K	Sell	4,351 -416	-9%	-$42.4K	0.32%	72
2018 Q1	$482K	Buy	4,767 +300	+7%	+$31.1K	0.37%	62
2017 Q4	$468K	Buy	+4,467	New	+$440K	0.35%	65

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

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

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

CSIA

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Wagner Wealth Management (South Carolina)'s VIG Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q3 2018, buying an estimated $7.96K and bringing the position to 4,425 shares worth $490K. The position accounts for 0.33% of the portfolio, ranked #70.

Wagner Wealth Management (South Carolina) first reported a position in VIG in Q4 2017 and has held it in 4 quarters since. 911 funds tracked by Wall St. Rank hold VIG as of Q3 2018.

Wagner Wealth Management (South Carolina) held 4,425 shares of Vanguard Dividend Appreciation ETF worth $490K as of Q3 2018.
Wagner Wealth Management (South Carolina) bought 74 Vanguard Dividend Appreciation ETF shares in Q3 2018, an estimated $7.96K.
Vanguard Dividend Appreciation ETF made up 0.33% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #70 holding.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 4 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.