Cooper/Haims Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.37M | Sell |
5,886
-200
| -3% | -$48K | 0.6% | 21 |
|
|
2026
Q2 | $1.44M | Hold |
6,086
| – | – | 0.62% | 23 |
|
|
2026
Q1 | $1.31M | Hold |
6,086
| – | – | 0.62% | 21 |
|
|
2025
Q4 | $1.34M | Hold |
6,086
| – | – | 0.61% | 21 |
|
|
2025
Q3 | $1.31M | Hold |
6,086
| – | – | 0.61% | 22 |
|
|
2025
Q2 | $1.25M | Hold |
6,086
| – | – | 0.61% | 22 |
|
|
2025
Q1 | $1.18M | Sell |
6,086
-150
| -2% | -$29.8K | 0.64% | 21 |
|
|
2024
Q4 | $1.22M | Hold |
6,236
| – | – | 0.69% | 21 |
|
|
2024
Q3 | $1.24M | Buy |
6,236
+105
| +2% | +$20K | 0.68% | 22 |
|
|
2024
Q2 | $1.12M | Sell |
6,131
-500
| -8% | -$90K | 0.63% | 22 |
|
|
2024
Q1 | $1.21M | Hold |
6,631
| – | – | 0.7% | 22 |
|
|
2023
Q4 | $1.13M | Buy |
6,631
+400
| +6% | +$64.4K | 0.64% | 22 |
|
|
2023
Q3 | $968K | Sell |
6,231
-200
| -3% | -$32.4K | 0.75% | 20 |
|
|
2023
Q2 | $1.04M | Hold |
6,431
| – | – | 0.8% | 19 |
|
|
2023
Q1 | $990K | Hold |
6,431
| – | – | 0.79% | 20 |
|
|
2022
Q4 | $977K | Hold |
6,431
| – | – | 0.69% | 21 |
|
|
2022
Q3 | $869K | Hold |
6,431
| – | – | 0.72% | 21 |
|
|
2022
Q2 | $923K | Sell |
6,431
-556
| -8% | -$84.6K | 0.61% | 24 |
|
|
2022
Q1 | $1.13M | Buy |
6,987
+2
| +0% | +$323 | 0.74% | 21 |
|
|
2021
Q4 | $1.2M | Buy |
6,985
+2
| +0% | +$330 | 0.74% | 22 |
|
|
2021
Q3 | $1.07M | Buy |
6,983
+2
| +0% | +$319 | 0.65% | 24 |
|
|
2021
Q2 | $1.08M | Sell |
6,981
-248
| -3% | -$38.1K | 0.71% | 22 |
|
|
2021
Q1 | $1.06M | Buy |
7,229
+2
| +0% | +$285 | 0.75% | 21 |
|
|
2020
Q4 | $1.02M | Sell |
7,227
-320
| -4% | -$43.4K | 0.78% | 17 |
|
|
2020
Q3 | $971K | Sell |
7,547
-121
| -2% | -$15.2K | 0.8% | 17 |
|
|
2020
Q2 | $898K | Buy |
7,668
+539
| +8% | +$61.4K | 0.73% | 17 |
|
|
2020
Q1 | $737K | Sell |
7,129
-141
| -2% | -$16.8K | 0.64% | 16 |
|
|
2019
Q4 | $906K | Buy |
7,270
+500
| +7% | +$60.5K | 0.5% | 15 |
|
|
2019
Q3 | $810K | Sell |
6,770
-350
| -5% | -$41.3K | 0.49% | 16 |
|
|
2019
Q2 | $820K | Sell |
7,120
-4,097
| -37% | -$460K | 0.51% | 16 |
|
|
2019
Q1 | $1.23M | Hold |
11,217
| – | – | 0.78% | 11 |
|
|
2018
Q4 | $1.1M | Buy |
11,217
+2,413
| +27% | +$252K | 0.76% | 11 |
|
|
2018
Q3 | $975K | Hold |
8,804
| – | – | 0.67% | 13 |
|
|
2018
Q2 | $895K | Buy |
8,804
+113
| +1% | +$11.5K | 0.66% | 13 |
|
|
2018
Q1 | $878K | Hold |
8,691
| – | – | 0.77% | 13 |
|
|
2017
Q4 | $887K | Buy |
+8,691
| New | +$856K | 0.82% | 14 |
|
Other funds holding VIG
Cooper/Haims Advisors's VIG Position: Q3 2026 in Review
Cooper/Haims Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.3% in Q3 2026, selling an estimated $48K and leaving 5,886 shares worth $1.37M. The position accounts for 0.6% of the portfolio, ranked #21.
Cooper/Haims Advisors first reported a position in VIG in Q4 2017 and has held it in 36 quarters since. The position peaked at $1.44M in Q2 2026. 1,909 funds tracked by Wall St. Rank hold VIG as of Q3 2026.
- Cooper/Haims Advisors held 5,886 shares of Vanguard Dividend Appreciation ETF worth $1.37M as of Q3 2026.
- Cooper/Haims Advisors sold 200 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $48K.
- Vanguard Dividend Appreciation ETF made up 0.6% of Cooper/Haims Advisors's portfolio in Q3 2026, its #21 holding.
- Cooper/Haims Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 36 quarters since.
- Cooper/Haims Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.44M in Q2 2026.
- 1,909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.
Based on Cooper/Haims Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.