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Woodley Farra Manion Portfolio Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q2 		– Sell
-110
Closed -$11K – 457
2020
Q1 		$11K Buy
+110
New +$13.1K ﹤0.01% 274

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's VIG Position: Q2 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2020, closing a stake of 110 shares — an estimated $11K sold.

Woodley Farra Manion Portfolio Management first reported a position in VIG in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 1,200 funds tracked by Wall St. Rank hold VIG as of Q2 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 110 Vanguard Dividend Appreciation ETF shares in Q2 2020, an estimated $11K.
  • Woodley Farra Manion Portfolio Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and held it in 1 quarter.
  • Woodley Farra Manion Portfolio Management's Vanguard Dividend Appreciation ETF position peaked at $11K in Q1 2020.
  • 1,200 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q2 2020, filed 12 Aug 2020.