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Vanguard Dividend Appreciation ETF shares owned by Bernard Wealth Management Corp.

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Bernard Wealth Management Corp. from 13F filings

Historical chart of Bernard Wealth Management Corp. investment in Vanguard Dividend Appreciation ETF

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All positions including Vanguard Dividend Appreciation ETF held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8k 13 215.85
2025-06-30 $2.7k 13 204.69
2025-03-31 $2.5k 13 194.00
2024-12-31 $2.5k 13 195.85

More positions owned by Bernard Wealth Management Corp.

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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Div Grwth (DGRO)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Msci Emrg Chn (EMXC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Visa Com Cl A (V)

View all positions for Bernard Wealth Management Corp.

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