WealthShield’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WealthShield’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
2017 Q4	$5.53M	Buy	+54,067	New	+$5.32M	3.37%	4

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

WealthShield's VIG Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2017: 54,067 shares worth $5.53M. The stake represents 3.37% of the portfolio and ranks #4 among its holdings.

842 funds tracked by Wall St. Rank hold VIG as of Q4 2017.

WealthShield held 54,067 shares of Vanguard Dividend Appreciation ETF worth $5.53M as of Q4 2017.
Vanguard Dividend Appreciation ETF was a new WealthShield position in Q4 2017.
Vanguard Dividend Appreciation ETF made up 3.37% of WealthShield's portfolio in Q4 2017, its #4 holding.
842 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.