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Vanguard Dividend Appreciation ETF shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $257k 1.3k 198.09
2024-06-30 $237k 1.3k 182.61
2024-03-31 $237k 1.3k 182.67
2023-12-31 $239k 1.4k 170.43
2023-09-30 $216k 1.4k 155.32
2023-06-30 $121k 742 162.42
2023-03-31 $163k 1.1k 154.00
2022-12-31 $160k 1.1k 151.89
2022-06-30 $150k 1.0k 143.27
2022-03-31 $169k 1.0k 161.88
2021-12-31 $179k 1.0k 171.95