Vanguard Dividend Appreciation ETF shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 12k | 215.78 |
| 2025-06-30 | $5.6M | 28k | 204.59 |
| 2025-03-31 | $5.3M | 28k | 193.99 |
| 2024-12-31 | $5.4M | 28k | 195.85 |
| 2024-09-30 | $5.5M | 28k | 198.06 |
| 2024-06-30 | $5.2M | 29k | 182.55 |
| 2024-03-31 | $5.2M | 28k | 182.60 |
| 2023-12-31 | $5.6M | 33k | 170.40 |
| 2023-09-30 | $5.2M | 33k | 155.38 |
| 2023-06-30 | $5.6M | 35k | 162.43 |
| 2023-03-31 | $5.4M | 35k | 154.01 |
| 2022-12-31 | $5.8M | 38k | 151.85 |
| 2022-09-30 | $5.1M | 38k | 135.15 |
| 2022-06-30 | $5.5M | 38k | 143.46 |
| 2022-03-31 | $8.7M | 54k | 162.15 |
| 2021-12-31 | $9.4M | 55k | 171.75 |
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