Vanguard Dividend Appreciation ETF shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.6M | 43k | 198.06 |
| 2024-06-30 | $7.8M | 43k | 182.55 |
| 2024-03-31 | $8.5M | 46k | 182.61 |
| 2023-09-30 | $8.2M | 53k | 155.38 |
| 2023-06-30 | $8.7M | 54k | 162.43 |
| 2023-03-31 | $8.4M | 55k | 154.01 |
| 2022-12-31 | $8.8M | 58k | 151.85 |
| 2022-09-30 | $8.1M | 60k | 135.16 |
| 2022-06-30 | $9.0M | 62k | 143.47 |
| 2022-03-31 | $11M | 67k | 162.16 |
| 2021-12-31 | $13M | 75k | 171.74 |
| 2021-09-30 | $12M | 79k | 153.60 |
| 2021-06-30 | $16M | 101k | 154.79 |
| 2021-03-31 | $17M | 113k | 147.08 |
| 2020-12-31 | $21M | 147k | 141.17 |
| 2020-09-30 | $24M | 190k | 128.66 |
| 2020-06-30 | $24M | 207k | 117.18 |
| 2020-03-31 | $24M | 230k | 103.39 |
| 2019-12-31 | $45M | 360k | 124.66 |
| 2019-09-30 | $45M | 380k | 119.58 |
| 2019-06-30 | $45M | 392k | 115.16 |
| 2019-03-31 | $45M | 409k | 109.64 |
| 2018-12-31 | $44M | 444k | 97.95 |
| 2018-09-30 | $56M | 506k | 110.70 |
| 2018-06-30 | $56M | 549k | 101.62 |
| 2018-03-31 | $57M | 561k | 101.05 |
| 2017-12-31 | $60M | 585k | 102.03 |
| 2017-09-30 | $57M | 602k | 94.79 |
| 2017-06-30 | $57M | 610k | 92.67 |
| 2017-03-31 | $55M | 613k | 89.94 |
| 2016-12-31 | $52M | 610k | 85.18 |
| 2016-09-30 | $51M | 604k | 83.93 |
| 2016-06-30 | $51M | 608k | 83.24 |
| 2016-03-31 | $51M | 629k | 81.25 |
| 2015-12-31 | $49M | 623k | 77.76 |
| 2015-09-30 | $47M | 636k | 73.74 |
| 2015-06-30 | $58M | 738k | 78.58 |
| 2015-03-31 | $59M | 734k | 80.47 |
| 2014-12-31 | $58M | 713k | 81.16 |
| 2014-09-30 | $54M | 697k | 76.95 |
| 2014-06-30 | $55M | 707k | 77.95 |
| 2014-03-31 | $56M | 747k | 75.23 |
| 2013-12-31 | $54M | 722k | 75.24 |
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