Vanguard Dividend Appreciation ETF shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 28k | 215.79 |
| 2025-06-30 | $5.5M | 27k | 204.67 |
| 2025-03-31 | $5.1M | 27k | 193.99 |
| 2024-12-31 | $4.7M | 24k | 195.83 |
| 2024-09-30 | $4.4M | 22k | 198.06 |
| 2024-06-30 | $3.2M | 18k | 182.55 |
| 2024-03-31 | $247k | 1.4k | 182.57 |
| 2023-12-31 | $226k | 1.3k | 170.40 |
| 2023-09-30 | $206k | 1.3k | 155.39 |
| 2023-06-30 | $204k | 1.3k | 162.38 |
| 2022-12-31 | $248k | 1.6k | 151.86 |
| 2022-09-30 | $243k | 1.6k | 148.71 |
| 2022-06-30 | $250k | 1.7k | 143.35 |
| 2022-03-31 | $283k | 1.7k | 162.36 |
| 2021-12-31 | $227k | 1.3k | 171.58 |
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