Vanguard Dividend Appreciation ETF shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in Vanguard Dividend Appreciation ETF
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All positions including Vanguard Dividend Appreciation ETF held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Dividend Appreciation ETF by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 87k | 216.39 |
| 2025-06-30 | $18M | 86k | 205.01 |
| 2025-03-31 | $17M | 86k | 193.99 |
| 2024-12-31 | $17M | 86k | 195.83 |
| 2024-09-30 | $17M | 86k | 198.38 |
| 2024-06-30 | $6.1M | 33k | 183.45 |
| 2024-03-31 | $19M | 109k | 178.82 |
| 2023-12-31 | $6.4M | 38k | 170.40 |
| 2023-09-30 | $6.2M | 39k | 161.53 |
| 2023-06-30 | $12M | 73k | 166.12 |
| 2023-03-31 | $19M | 125k | 153.67 |
| 2022-12-31 | $5.7M | 38k | 151.97 |
| 2022-09-30 | $5.1M | 38k | 135.16 |
| 2022-06-30 | $5.4M | 38k | 143.47 |
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