Weatherstone Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Weatherstone Capital 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
2019 Q1	$208K	Buy	+1,900	New	+$200K	0.22%	82

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 Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CSIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Weatherstone Capital Management's VIG Position: Q1 2019 in Review

Weatherstone Capital Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2019: 1,900 shares worth $208K. The stake represents 0.22% of the portfolio and ranks #82 among its holdings.

1,024 funds tracked by Wall St. Rank hold VIG as of Q1 2019.

Weatherstone Capital Management held 1,900 shares of Vanguard Dividend Appreciation ETF worth $208K as of Q1 2019.
Vanguard Dividend Appreciation ETF was a new Weatherstone Capital Management position in Q1 2019.
Vanguard Dividend Appreciation ETF made up 0.22% of Weatherstone Capital Management's portfolio in Q1 2019, its #82 holding.
1,024 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.