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

Kopp 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
2019 Q3	$287K	Hold	2,400	–	–	0.53%	40
2019 Q2	$276K	Hold	2,400	–	–	0.31%	42
2019 Q1	$263K	Hold	2,400	–	–	0.21%	52
2018 Q4	$235K	Hold	2,400	–	–	0.23%	56
2018 Q3	$266K	Hold	2,400	–	–	0.22%	52
2018 Q2	$244K	Hold	2,400	–	–	0.23%	55
2018 Q1	$243K	Hold	2,400	–	–	0.25%	60
2017 Q4	$245K	Buy	2,400 +200	+9%	+$19.7K	0.25%	59
2017 Q3	$209K	Hold	2,200	–	–	0.19%	63
2017 Q2	$204K	Buy	+2,200	New	+$202K	0.18%	59

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Kopp Investment Advisors's VIG Position: Q3 2019 in Review

Kopp Investment Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2019 at 2,400 shares worth $287K. The position accounts for 0.53% of the portfolio, ranked #40.

Kopp Investment Advisors first reported a position in VIG in Q2 2017 and has held it in 10 quarters since. 1,054 funds tracked by Wall St. Rank hold VIG as of Q3 2019.

Kopp Investment Advisors held 2,400 shares of Vanguard Dividend Appreciation ETF worth $287K as of Q3 2019.
Kopp Investment Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2019.
Vanguard Dividend Appreciation ETF made up 0.53% of Kopp Investment Advisors's portfolio in Q3 2019, its #40 holding.
Kopp Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2017 and has held it in 10 quarters since.
1,054 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2019.

Based on Kopp Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.