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WealthOne’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WealthOne’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
Q1 		– Sell
-1,543
Closed -$151K – 530
2018
Q4 		$151K Buy
+1,543
New +$161K 0.13% 91

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

WealthOne's VIG Position: Q1 2019 in Review

WealthOne sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2019, closing a stake of 1,543 shares — an estimated $151K sold.

WealthOne first reported a position in VIG in Q4 2018 and held it in 1 quarter. The position peaked at $151K in Q4 2018. 1,024 funds tracked by Wall St. Rank hold VIG as of Q1 2019.

  • WealthOne reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 1,543 Vanguard Dividend Appreciation ETF shares in Q1 2019, an estimated $151K.
  • WealthOne first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's Vanguard Dividend Appreciation ETF position peaked at $151K in Q4 2018.
  • 1,024 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.