Concord Wealth Partners »

Vanguard Dividend Appreciation ETF shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $237k 1.3k 182.67
2023-12-31 $239k 1.4k 170.43
2023-09-30 $216k 1.4k 155.32
2023-06-30 $121k 742 162.42
2023-03-31 $163k 1.1k 154.00
2022-12-31 $160k 1.1k 151.89
2022-06-30 $150k 1.0k 143.27
2022-03-31 $169k 1.0k 161.88
2021-12-31 $179k 1.0k 171.95