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Winslow Evans & Crocker’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Winslow Evans & Crocker’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
Q4 		$251K Buy
1,775
+1,030
+138% +$140K 0.05% 300
2020
Q3 		$96K Hold
745
– – 0.02% 364
2020
Q2 		$88K Sell
745
-1
-0.1% -$114 0.02% 377
2020
Q1 		$80K Sell
746
-50
-6% -$5.97K 0.03% 361
2019
Q4 		$100K Sell
796
-200
-20% -$24.2K 0.03% 396
2019
Q3 		$120K Hold
996
– – 0.03% 361
2019
Q2 		$118K Sell
996
-100
-9% -$11.2K 0.03% 365
2019
Q1 		$122K Buy
1,096
+60
+6% +$6.32K 0.03% 353
2018
Q4 		$102K Hold
1,036
– – 0.03% 350
2018
Q3 		$116K Sell
1,036
-170
-14% -$18.3K 0.04% 351
2018
Q2 		$126K Hold
1,206
– – 0.04% 329
2018
Q1 		$122K Buy
1,206
+100
+9% +$10.4K 0.04% 323
2017
Q4 		$113K Sell
1,106
-4
-0.4% -$394 0.04% 345
2017
Q3 		$105K Sell
1,110
-1,550
-58% -$145K 0.03% 358
2017
Q2 		$247K Buy
2,660
+524
+25% +$48.1K 0.07% 283
2017
Q1 		$192K Buy
2,136
+490
+30% +$43.4K 0.06% 298
2016
Q4 		$140K Hold
1,646
– – 0.04% 344
2016
Q3 		$138K Buy
1,646
+500
+44% +$42.4K 0.04% 348
2016
Q2 		$95.3K Sell
1,146
-195
-15% -$15.9K 0.03% 393
2016
Q1 		$109K Sell
1,341
-1
-0.1% -$77 0.03% 353
2015
Q4 		$104K Sell
1,342
-820
-38% -$64K 0.03% 392
2015
Q3 		$159K Buy
2,162
+800
+59% +$62K 0.05% 310
2015
Q2 		$107K Sell
1,362
-300
-18% -$24.3K 0.03% 413
2015
Q1 		$134K Hold
1,662
– – 0.04% 368
2014
Q4 		$135K Sell
1,662
-1,298
-44% -$103K 0.04% 356
2014
Q3 		$228K Sell
2,960
-451
-13% -$35K 0.07% 290
2014
Q2 		$266K Buy
3,411
+650
+24% +$49.7K 0.09% 230
2014
Q1 		$208K Buy
2,761
+46
+2% +$3.4K 0.07% 259
2013
Q4 		$204K Buy
+2,715
New +$198K 0.07% 278

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winslow Evans & Crocker's VIG Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Dividend Appreciation ETF (VIG) stake by 138% in Q4 2020, buying an estimated $140K and bringing the position to 1,775 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #300.

Winslow Evans & Crocker first reported a position in VIG in Q4 2013 and has held it in 29 quarters since. The position peaked at $266K in Q2 2014. 1,410 funds tracked by Wall St. Rank hold VIG as of Q4 2020.

  • Winslow Evans & Crocker held 1,775 shares of Vanguard Dividend Appreciation ETF worth $251K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,030 Vanguard Dividend Appreciation ETF shares in Q4 2020, an estimated $140K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Winslow Evans & Crocker's portfolio in Q4 2020, its #300 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Vanguard Dividend Appreciation ETF position peaked at $266K in Q2 2014.
  • 1,410 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.