Berman Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Berman Capital Advisors’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
2021 Q3	$3.44M	Buy	22,432 +79	+0.4%	+$12.6K	0.54%	23
2021 Q2	$3.46M	Buy	22,353 +393	+2%	+$60.3K	0.55%	22
2021 Q1	$3.23M	Buy	21,960 +306	+1%	+$43.5K	0.67%	19
2020 Q4	$3.06M	Buy	21,654 +157	+0.7%	+$21.3K	0.73%	19
2020 Q3	$2.77M	Sell	21,497 -936	-4%	-$118K	0.78%	19
2020 Q2	$2.63M	Buy	22,433 +86	+0.4%	+$9.79K	0.69%	21
2020 Q1	$2.31M	Buy	22,347 +2,201	+11%	+$263K	0.74%	22
2019 Q4	$2.51M	Buy	20,146 +255	+1%	+$30.9K	0.72%	22
2019 Q3	$2.38M	Buy	19,891 +85	+0.4%	+$10K	0.74%	20
2019 Q2	$2.28M	Buy	19,806 +160	+0.8%	+$17.9K	0.73%	21
2019 Q1	$2.15M	Sell	19,646 -296	-1%	-$31.2K	0.72%	20
2018 Q4	$1.95M	Buy	19,942 +873	+5%	+$91K	0.77%	21
2018 Q3	$2.11M	Buy	19,069 +406	+2%	+$43.6K	0.89%	18
2018 Q2	$1.9M	Sell	18,663 -509	-3%	-$51.9K	0.66%	26
2018 Q1	$1.94M	Sell	19,172 -2,055	-10%	-$213K	0.74%	25
2017 Q4	$2.17M	Buy	+21,227	New	+$2.09M	0.72%	27

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berman Capital Advisors's VIG Position: Q3 2021 in Review

Berman Capital Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.35% in Q3 2021, buying an estimated $12.6K and bringing the position to 22,432 shares worth $3.44M. The position accounts for 0.54% of the portfolio, ranked #23.

Berman Capital Advisors first reported a position in VIG in Q4 2017 and has held it in 16 quarters since. The position peaked at $3.46M in Q2 2021. 1,487 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

Berman Capital Advisors held 22,432 shares of Vanguard Dividend Appreciation ETF worth $3.44M as of Q3 2021.
Berman Capital Advisors bought 79 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $12.6K.
Vanguard Dividend Appreciation ETF made up 0.54% of Berman Capital Advisors's portfolio in Q3 2021, its #23 holding.
Berman Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 16 quarters since.
Berman Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $3.46M in Q2 2021.
1,487 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.