Coordinated Financial Services
VIG icon

Coordinated Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Coordinated Financial Services’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
2026
Q1 		– Sell
-915
Closed -$201K – 193
2025
Q4 		$201K Buy
+915
New +$200K 0.12% 171

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Coordinated Financial Services's VIG Position: Q1 2026 in Review

Coordinated Financial Services sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 915 shares — an estimated $201K sold.

Coordinated Financial Services first reported a position in VIG in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 2,537 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Coordinated Financial Services reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
  • Coordinated Financial Services sold 915 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $201K.
  • Coordinated Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and held it in 1 quarter.
  • Coordinated Financial Services's Vanguard Dividend Appreciation ETF position peaked at $201K in Q4 2025.
  • 2,537 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.