Vanguard Dividend Appreciation ETF shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 27k | 215.79 |
| 2025-06-30 | $5.5M | 27k | 204.67 |
| 2025-03-31 | $5.1M | 26k | 193.99 |
| 2024-12-31 | $5.3M | 27k | 195.83 |
| 2024-09-30 | $5.3M | 27k | 198.06 |
| 2024-06-30 | $5.0M | 27k | 182.55 |
| 2024-03-31 | $3.0M | 16k | 182.61 |
| 2023-12-31 | $2.8M | 16k | 170.40 |
| 2023-09-30 | $2.5M | 16k | 155.38 |
| 2023-06-30 | $2.6M | 16k | 162.43 |
| 2023-03-31 | $2.5M | 16k | 154.01 |
| 2022-12-31 | $2.4M | 16k | 151.85 |
| 2022-09-30 | $2.1M | 16k | 135.18 |
| 2022-06-30 | $2.2M | 16k | 143.48 |
| 2022-03-31 | $2.4M | 15k | 162.18 |
| 2021-12-31 | $2.6M | 15k | 171.75 |
| 2021-09-30 | $2.4M | 15k | 153.59 |
| 2021-06-30 | $2.3M | 15k | 154.76 |
| 2021-03-31 | $2.1M | 14k | 147.08 |
| 2020-12-31 | $1.9M | 14k | 141.12 |
| 2020-09-30 | $1.5M | 11k | 128.62 |
| 2020-06-30 | $1.3M | 11k | 117.10 |
| 2020-03-31 | $1.2M | 12k | 103.37 |
| 2019-12-31 | $3.2M | 26k | 124.65 |
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