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Cooper Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cooper Financial Group’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
Q4 		– Sell
-1,431
Closed -$220K – 276
2021
Q3 		$220K Buy
+1,431
New +$228K 0.05% 232
2021
Q1 		– Sell
-1,922
Closed -$271K – 317
2020
Q4 		$271K Buy
+1,922
New +$260K 0.06% 229

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Cooper Financial Group's VIG Position: Q4 2021 in Review

Cooper Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2021, closing a stake of 1,431 shares — an estimated $220K sold.

Cooper Financial Group first reported a position in VIG in Q4 2020 and held it in 2 quarters. The position peaked at $271K in Q4 2020. 1,719 funds tracked by Wall St. Rank hold VIG as of Q4 2021.

  • Cooper Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2021 after selling out during the quarter.
  • Cooper Financial Group sold 1,431 Vanguard Dividend Appreciation ETF shares in Q4 2021, an estimated $220K.
  • Cooper Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and held it in 2 quarters.
  • Cooper Financial Group's Vanguard Dividend Appreciation ETF position peaked at $271K in Q4 2020.
  • 1,719 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2021.

Based on Cooper Financial Group's 13F filing for Q4 2021, filed 11 Feb 2022.