Cooksen Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cooksen Wealth’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
2025 Q3	–	Sell	-660	Closed	-$135K	–	82
2025 Q2	$135K	Sell	660 -111	-14%	-$21.5K	0.11%	49
2025 Q1	$141K	Buy	+771	New	+$153K	0.14%	51
2024 Q1	–	Sell	-771	Closed	-$131K	–	86
2023 Q4	$131K	Buy	+771	New	+$124K	0.15%	51

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

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

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

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cooksen Wealth's VIG Position: Q3 2025 in Review

Cooksen Wealth sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 660 shares — an estimated $135K sold.

Cooksen Wealth first reported a position in VIG in Q4 2023 and held it in 3 quarters. The position peaked at $141K in Q1 2025. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Cooksen Wealth reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
Cooksen Wealth sold 660 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $135K.
Cooksen Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 3 quarters.
Cooksen Wealth's Vanguard Dividend Appreciation ETF position peaked at $141K in Q1 2025.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Cooksen Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.