Hochman Cole Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hochman Cole Investment Advisors’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 Q3	$219K	Sell	1,424 -100	-7%	-$15.9K	0.09%	122
2021 Q2	$236K	Sell	1,524 -28	-2%	-$4.3K	0.09%	116
2021 Q1	$228K	Hold	1,552	–	–	0.1%	118
2020 Q4	$219K	Sell	1,552 -72	-4%	-$9.76K	0.09%	116
2020 Q3	$209K	Buy	+1,624	New	+$204K	0.1%	109
2020 Q1	–	Sell	-1,684	Closed	-$210K	–	119
2019 Q4	$210K	Sell	1,684 -85	-5%	-$10.3K	0.11%	110
2019 Q3	$212K	Sell	1,769 -1,200	-40%	-$142K	0.13%	105
2019 Q2	$342K	Hold	2,969	–	–	0.2%	84
2019 Q1	$326K	Buy	+2,969	New	+$313K	0.19%	87

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Hochman Cole Investment Advisors's VIG Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.6% in Q3 2021, selling an estimated $15.9K and leaving 1,424 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #122.

Hochman Cole Investment Advisors first reported a position in VIG in Q1 2019 and has held it in 9 quarters since. The position peaked at $342K in Q2 2019. 1,487 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

Hochman Cole Investment Advisors held 1,424 shares of Vanguard Dividend Appreciation ETF worth $219K as of Q3 2021.
Hochman Cole Investment Advisors sold 100 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $15.9K.
Vanguard Dividend Appreciation ETF made up 0.09% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #122 holding.
Hochman Cole Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 9 quarters since.
Hochman Cole Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $342K in Q2 2019.
1,487 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.