Burns Wealth Management »

Vanguard Dividend Appreciation ETF shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 12k 198.07
2024-06-30 $2.2M 12k 182.56
2024-03-31 $2.5M 14k 182.62
2023-09-30 $728k 4.7k 155.38
2023-06-30 $908k 5.6k 162.43
2023-03-31 $676k 4.4k 154.01
2022-12-31 $658k 4.3k 151.86
2022-09-30 $466k 3.4k 135.27
2022-06-30 $478k 3.3k 143.50
2022-03-31 $534k 3.3k 162.21
2021-12-31 $569k 3.3k 171.64
2021-09-30 $317k 2.1k 153.59
2021-06-30 $1.7M 11k 154.77
2021-03-31 $1.5M 10k 147.04
2020-12-31 $1.5M 11k 141.18
2020-09-30 $1.4M 11k 128.66
2020-06-30 $1.2M 11k 117.19
2020-03-31 $1.2M 11k 103.39
2019-12-31 $1.4M 11k 124.68
2019-09-30 $1.3M 11k 119.60
2019-06-30 $1.3M 11k 115.18
2019-03-31 $1.2M 11k 109.66
2018-12-31 $1.1M 11k 97.97
2018-09-30 $1.2M 11k 110.70
2018-06-30 $1.2M 12k 101.62
2018-03-31 $1.2M 12k 101.02
2017-12-31 $1.2M 12k 102.06
2017-09-30 $551k 5.8k 94.72
2017-06-30 $549k 5.9k 92.75
2017-03-31 $1.2M 13k 89.27
2016-12-31 $1.2M 14k 85.18
2016-09-30 $1.2M 14k 82.29
2016-06-30 $1.3M 15k 83.23
2016-03-31 $1.4M 17k 81.25
2015-12-31 $566k 7.6k 74.06
2015-09-30 $627k 8.5k 73.76
2015-03-31 $975k 12k 81.14
2014-12-31 $970k 12k 80.72
2014-09-30 $925k 12k 76.97
2014-06-30 $942k 12k 78.39
2014-03-31 $906k 12k 75.42
2013-12-31 $878k 12k 74.10
2013-09-30 $863k 12k 72.85
2013-06-30 $829k 12k 69.98
2013-03-31 $791k 12k 66.78