Hoover Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hoover Financial 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 Q2	$1.53M	Sell	9,907 -86	-0.9%	-$13.2K	0.27%	42
2021 Q1	$1.55M	Sell	9,993 -1,756	-15%	-$250K	0.29%	40
2020 Q4	$1.66M	Sell	11,749 -44	-0.4%	-$5.96K	0.41%	29
2020 Q3	$1.52M	Buy	11,793 +388	+3%	+$48.8K	0.5%	28
2020 Q2	$1.34M	Sell	11,405 -956	-8%	-$109K	0.51%	27
2020 Q1	$1.28M	Sell	12,361 -162	-1%	-$19.3K	0.71%	21
2019 Q4	$1.56M	Buy	12,523 +2,870	+30%	+$347K	0.76%	21
2019 Q3	$1.15M	Sell	9,653 -222	-2%	-$26.2K	1.03%	12
2019 Q2	$1.14M	Sell	9,875 -655	-6%	-$73.5K	1.05%	14
2019 Q1	$1.16M	Buy	10,530 +531	+5%	+$56K	1.1%	14
2018 Q4	$979K	Buy	+9,999	New	+$1.04M	1.08%	15

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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

Hoover Financial Advisors's VIG Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.86% in Q2 2021, selling an estimated $13.2K and leaving 9,907 shares worth $1.53M. The position accounts for 0.27% of the portfolio, ranked #42.

Hoover Financial Advisors first reported a position in VIG in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.66M in Q4 2020. 1,477 funds tracked by Wall St. Rank hold VIG as of Q2 2021.

Hoover Financial Advisors held 9,907 shares of Vanguard Dividend Appreciation ETF worth $1.53M as of Q2 2021.
Hoover Financial Advisors sold 86 Vanguard Dividend Appreciation ETF shares in Q2 2021, an estimated $13.2K.
Vanguard Dividend Appreciation ETF made up 0.27% of Hoover Financial Advisors's portfolio in Q2 2021, its #42 holding.
Hoover Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 11 quarters since.
Hoover Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.66M in Q4 2020.
1,477 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.