Vanguard Dividend Appreciation ETF shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Vanguard Dividend Appreciation ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Dividend Appreciation ETF held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $640k | 3.8k | 170.41 |
| 2023-09-30 | $583k | 3.8k | 155.39 |
| 2023-06-30 | $626k | 3.9k | 162.41 |
| 2023-03-31 | $594k | 3.9k | 153.99 |
| 2022-12-31 | $585k | 3.9k | 151.85 |
| 2022-09-30 | $522k | 3.9k | 135.16 |
| 2022-06-30 | $554k | 3.9k | 143.45 |
| 2022-03-31 | $1.3M | 7.9k | 162.19 |
| 2021-12-31 | $1.3M | 7.5k | 171.71 |
| 2021-09-30 | $973k | 6.3k | 153.59 |
| 2021-06-30 | $942k | 6.1k | 154.81 |
| 2021-03-31 | $910k | 6.2k | 147.15 |
| 2020-12-31 | $880k | 6.2k | 141.16 |
| 2020-09-30 | $847k | 6.6k | 128.66 |
| 2020-06-30 | $812k | 6.9k | 117.14 |
| 2020-03-31 | $857k | 8.3k | 103.37 |
| 2019-12-31 | $1.5M | 12k | 124.70 |
| 2019-09-30 | $1.5M | 13k | 119.56 |
| 2019-06-30 | $1.7M | 15k | 115.14 |
| 2019-03-31 | $1.6M | 14k | 109.64 |
| 2018-12-31 | $1.3M | 13k | 97.97 |
| 2018-09-30 | $1.5M | 14k | 110.70 |
| 2018-06-30 | $1.3M | 13k | 101.62 |
| 2018-03-31 | $1.3M | 13k | 101.09 |
| 2017-12-31 | $1.4M | 13k | 102.06 |
| 2017-09-30 | $1.2M | 13k | 94.76 |
| 2017-06-30 | $1.1M | 12k | 92.64 |
| 2017-03-31 | $431k | 4.8k | 89.96 |
| 2016-12-31 | $67k | 790 | 84.81 |
| 2016-09-30 | $66k | 790 | 83.54 |
| 2016-06-30 | $66k | 790 | 83.54 |
| 2016-03-31 | $64k | 790 | 81.01 |
| 2015-12-31 | $77k | 990 | 77.78 |
| 2015-09-30 | $77k | 1.0k | 74.04 |
| 2015-06-30 | $189k | 2.4k | 78.75 |
| 2015-03-31 | $209k | 2.6k | 80.38 |
| 2014-12-31 | $106k | 1.3k | 81.54 |
| 2014-09-30 | $38k | 500 | 76.00 |
More positions owned by Mark Sheptoff Financial Planning
View all positions for Mark Sheptoff Financial Planning
Top funds holding Vanguard Dividend Appreciation ETF
View all funds holding Vanguard Dividend Appreciation ETF