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Vanguard Dividend Appreciation ETF shares owned by TruWealth Advisors

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by TruWealth Advisors from 13F filings

Historical chart of TruWealth Advisors investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $927k 5.1k 182.60
2023-12-31 $835k 4.9k 170.40
2023-09-30 $639k 4.1k 155.39
2023-06-30 $699k 4.3k 162.44
2023-03-31 $717k 4.7k 154.00
2022-12-31 $739k 4.9k 151.85
2022-09-30 $900k 6.7k 135.20
2022-06-30 $1.6M 11k 143.43
2022-03-31 $9.5M 59k 162.16
2021-12-31 $11M 63k 171.75
2021-09-30 $9.5M 62k 153.60
2021-06-30 $9.0M 58k 154.79
2021-03-31 $6.6M 45k 147.08
2020-12-31 $4.2M 30k 141.17