Vanguard Dividend Appreciation ETF shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $164M | 899k | 182.61 |
| 2023-09-30 | $78M | 504k | 155.38 |
| 2023-06-30 | $82M | 507k | 162.43 |
| 2023-03-31 | $75M | 484k | 154.01 |
| 2022-12-31 | $72M | 473k | 151.85 |
| 2022-09-30 | $63M | 468k | 135.16 |
| 2022-06-30 | $66M | 458k | 143.47 |
| 2022-03-31 | $55M | 341k | 162.16 |
| 2021-12-31 | $58M | 340k | 171.75 |
| 2021-09-30 | $51M | 334k | 153.60 |
| 2021-06-30 | $51M | 332k | 154.79 |
| 2021-03-31 | $47M | 319k | 147.08 |
| 2020-12-31 | $43M | 308k | 141.17 |
| 2020-09-30 | $38M | 296k | 128.66 |
| 2020-06-30 | $33M | 283k | 117.18 |
| 2020-03-31 | $299k | 2.9k | 103.28 |
| 2019-12-31 | $399k | 3.2k | 124.57 |
| 2019-09-30 | $447k | 3.7k | 119.61 |
| 2019-06-30 | $370k | 3.2k | 115.05 |
| 2019-03-31 | $374k | 3.4k | 109.74 |
| 2018-12-31 | $526k | 5.4k | 97.90 |
| 2018-09-30 | $631k | 5.7k | 110.72 |
| 2018-06-30 | $579k | 5.7k | 101.56 |
| 2018-03-31 | $648k | 6.4k | 101.06 |
| 2017-12-31 | $692k | 6.8k | 102.10 |
| 2017-09-30 | $628k | 6.6k | 94.85 |
| 2017-06-30 | $690k | 7.4k | 92.67 |
| 2017-03-31 | $764k | 8.5k | 89.96 |
| 2016-12-31 | $708k | 8.3k | 85.21 |
| 2016-09-30 | $689k | 8.2k | 83.87 |
| 2016-06-30 | $700k | 8.4k | 83.25 |
| 2016-03-31 | $638k | 7.9k | 81.21 |
| 2015-12-31 | $607k | 7.8k | 77.81 |
| 2015-09-30 | $517k | 7.0k | 73.70 |
| 2015-06-30 | $737k | 9.4k | 78.61 |
| 2015-03-31 | $785k | 9.8k | 80.44 |
| 2014-12-31 | $2.2M | 27k | 81.17 |
| 2014-09-30 | $8.8M | 115k | 76.95 |
| 2014-06-30 | $15M | 198k | 77.95 |
| 2014-03-31 | $14M | 192k | 75.23 |
| 2013-12-31 | $14M | 182k | 75.24 |
| 2013-09-30 | $13M | 179k | 69.61 |
| 2013-06-30 | $12M | 177k | 66.20 |
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