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Vanguard Dividend Appreciation ETF shares owned by Liberty Wealth Management

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

Historical chart of Liberty Wealth Management investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $379k 2.1k 182.83
2023-12-31 $400k 76 5263.16
2023-09-30 $362k 2.3k 155.57
2023-06-30 $432k 2.7k 162.46
2023-03-31 $409k 2.7k 154.04
2022-09-30 $277k 2.1k 134.86
2022-06-30 $269k 1.9k 143.39
2022-03-31 $303k 1.9k 162.21
2021-12-31 $326k 1.9k 171.67
2021-09-30 $285k 1.9k 153.47
2021-06-30 $1.8M 286k 6.46
2021-03-31 $179k 1.3k 138.33
2020-12-31 $179k 1.3k 138.33
2020-09-30 $201k 1.6k 128.85
2020-06-30 $123k 1.1k 116.81
2020-03-31 $109k 1.1k 103.51
2019-12-31 $131k 1.0k 124.88
2019-09-30 $104k 872 119.27
2019-06-30 $66k 572 115.38
2019-03-31 $51k 471 108.28
2018-12-31 $46k 471 97.66