Vanguard Dividend Appreciation ETF shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $329k | 1.5k | 215.80 |
| 2025-06-30 | $400k | 2.0k | 204.71 |
| 2025-03-31 | $299k | 1.5k | 193.90 |
| 2024-12-31 | $297k | 1.5k | 192.88 |
| 2024-09-30 | $309k | 1.5k | 200.78 |
| 2024-06-30 | $280k | 1.5k | 182.53 |
| 2024-03-31 | $216k | 1.2k | 182.59 |
| 2023-12-31 | $201k | 1.2k | 170.42 |
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