Vanguard Dividend Appreciation ETF shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $423k | 2.1k | 203.82 |
| 2024-09-30 | $511k | 2.6k | 196.62 |
| 2024-06-30 | $472k | 2.6k | 182.21 |
| 2024-03-31 | $452k | 2.6k | 174.33 |
| 2023-12-31 | $435k | 2.6k | 168.08 |
| 2023-09-30 | $402k | 2.6k | 154.76 |
| 2023-06-30 | $419k | 2.6k | 161.58 |
| 2023-03-31 | $403k | 2.6k | 155.52 |
| 2022-12-31 | $543k | 3.5k | 155.48 |
| 2022-09-30 | $397k | 2.9k | 136.05 |
| 2022-06-30 | $425k | 2.9k | 146.00 |
| 2022-03-31 | $471k | 2.9k | 162.08 |
| 2021-12-31 | $466k | 2.9k | 159.81 |
| 2021-09-30 | $532k | 3.2k | 167.24 |
| 2021-06-30 | $486k | 3.0k | 160.66 |
| 2021-03-31 | $459k | 3.0k | 152.04 |
| 2020-12-31 | $407k | 2.9k | 140.98 |
| 2020-06-30 | $311k | 2.5k | 125.20 |
| 2020-03-31 | $220k | 2.0k | 110.28 |
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