Cordasco Financial Network’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cordasco Financial Network’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
2022 Q2	$4K	Hold	29	–	–	﹤0.01%	494
2022 Q1	$5K	Hold	29	–	–	﹤0.01%	464
2021 Q4	$5K	Hold	29	–	–	﹤0.01%	470
2021 Q3	$4K	Buy	+29	New	+$4.62K	﹤0.01%	493
2021 Q2	–	Sell	-29	Closed	-$4K	–	578
2021 Q1	$4K	Hold	29	–	–	﹤0.01%	492
2020 Q4	$4K	Hold	29	–	–	﹤0.01%	451
2020 Q3	$4K	Hold	29	–	–	﹤0.01%	437
2020 Q2	$3K	Hold	29	–	–	﹤0.01%	425
2020 Q1	$3K	Hold	29	–	–	﹤0.01%	388
2019 Q4	$4K	Hold	29	–	–	﹤0.01%	386
2019 Q3	$3K	Hold	29	–	–	﹤0.01%	424
2019 Q2	$3K	Hold	29	–	–	﹤0.01%	417
2019 Q1	$3K	Hold	29	–	–	﹤0.01%	410
2018 Q4	$3K	Hold	29	–	–	﹤0.01%	347
2018 Q3	$3K	Hold	29	–	–	﹤0.01%	325
2018 Q2	$3K	Hold	29	–	–	﹤0.01%	344
2018 Q1	$3K	Hold	29	–	–	﹤0.01%	239
2017 Q4	$3K	Hold	29	–	–	﹤0.01%	222
2017 Q3	$3K	Hold	29	–	–	﹤0.01%	218
2017 Q2	$3K	Hold	29	–	–	﹤0.01%	217
2017 Q1	$3K	Sell	29 -211	-88%	-$18.7K	﹤0.01%	224
2016 Q4	$20K	Sell	240 -137	-36%	-$11.5K	0.02%	156
2016 Q3	$31K	Sell	377 -29	-7%	-$2.46K	0.04%	150
2016 Q2	$34K	Sell	406 -1,406	-78%	-$115K	0.04%	146
2016 Q1	$147K	Sell	1,812 -1,260	-41%	-$96.6K	0.16%	74
2015 Q4	$239K	Sell	3,072 -77	-2%	-$6.01K	0.21%	62
2015 Q3	$232K	Sell	3,149 -470	-13%	-$36.4K	0.19%	73
2015 Q2	$284K	Sell	3,619 -700	-16%	-$56.7K	0.22%	65
2015 Q1	$348K	Sell	4,319 -3,597	-45%	-$292K	0.25%	68
2014 Q4	$642K	Sell	7,916 -144	-2%	-$11.4K	0.5%	54
2014 Q3	$620K	Buy	8,060 +1,000	+14%	+$77.5K	0.47%	56
2014 Q2	$550K	Sell	7,060 -567	-7%	-$43.4K	0.42%	60
2014 Q1	$574K	Buy	7,627 +327	+4%	+$24.1K	0.46%	63
2013 Q4	$549K	Buy	+7,300	New	+$531K	0.41%	58

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

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cordasco Financial Network's VIG Position: Q2 2022 in Review

Cordasco Financial Network held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2022 at 29 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Cordasco Financial Network first reported a position in VIG in Q4 2013 and has held it in 34 quarters since. The position peaked at $642K in Q4 2014. 1,687 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

Cordasco Financial Network held 29 shares of Vanguard Dividend Appreciation ETF worth $4K as of Q2 2022.
Cordasco Financial Network left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2022.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #494 holding.
Cordasco Financial Network first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 34 quarters since.
Cordasco Financial Network's Vanguard Dividend Appreciation ETF position peaked at $642K in Q4 2014.
1,687 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.