Vanguard Dividend Appreciation ETF shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 5.8k | 215.77 |
| 2025-06-30 | $1.2M | 5.8k | 204.66 |
| 2025-03-31 | $1.0M | 5.2k | 193.98 |
| 2024-12-31 | $846k | 4.3k | 195.81 |
| 2024-09-30 | $777k | 3.9k | 198.04 |
| 2024-06-30 | $651k | 3.6k | 182.53 |
| 2024-03-31 | $579k | 3.2k | 182.61 |
| 2023-09-30 | $458k | 2.9k | 155.38 |
| 2023-06-30 | $444k | 2.7k | 162.43 |
| 2023-03-31 | $195k | 1.3k | 154.01 |
| 2022-12-31 | $29k | 190 | 151.85 |
| 2022-09-30 | $26k | 190 | 136.84 |
| 2022-06-30 | $27k | 190 | 142.11 |
| 2022-03-31 | $31k | 190 | 163.16 |
| 2021-12-31 | $33k | 190 | 173.68 |
| 2021-09-30 | $29k | 190 | 152.63 |
| 2021-06-30 | $29k | 190 | 152.63 |
| 2021-03-31 | $28k | 190 | 147.37 |
| 2020-12-31 | $27k | 190 | 142.11 |
| 2020-09-30 | $24k | 190 | 126.32 |
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