Vanguard Dividend Appreciation ETF shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $156M | 723k | 215.79 |
| 2025-06-30 | $142M | 692k | 204.67 |
| 2025-03-31 | $123M | 660k | 185.83 |
| 2024-12-31 | $121M | 599k | 202.41 |
| 2024-09-30 | $109M | 548k | 198.06 |
| 2024-06-30 | $92M | 505k | 182.55 |
| 2024-03-31 | $87M | 474k | 182.61 |
| 2023-12-31 | $68M | 399k | 170.40 |
| 2023-09-30 | $24M | 156k | 155.38 |
| 2023-06-30 | $22M | 133k | 162.43 |
| 2023-03-31 | $20M | 128k | 154.01 |
| 2022-12-31 | $18M | 120k | 151.85 |
| 2022-09-30 | $3.2M | 24k | 135.14 |
| 2022-06-30 | $284k | 1.8k | 155.45 |
| 2021-12-31 | $175k | 1.0k | 171.57 |
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