Vanguard Dividend Appreciation ETF shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $391k | 1.8k | 215.79 |
| 2025-06-30 | $371k | 1.8k | 204.67 |
| 2025-03-31 | $351k | 1.8k | 193.99 |
| 2024-12-31 | $355k | 1.8k | 195.83 |
| 2024-09-30 | $345k | 1.7k | 198.06 |
| 2024-06-30 | $318k | 1.7k | 182.55 |
| 2024-03-31 | $318k | 1.7k | 182.61 |
| 2021-06-30 | $232k | 1.5k | 154.56 |
| 2020-12-31 | $313k | 2.2k | 140.93 |
| 2020-09-30 | $287k | 2.2k | 129.22 |
| 2020-06-30 | $348k | 3.0k | 117.73 |
| 2020-03-31 | $310k | 3.0k | 103.37 |
| 2019-12-31 | $372k | 3.0k | 124.79 |
| 2019-09-30 | $352k | 2.9k | 119.48 |
| 2019-06-30 | $403k | 3.5k | 115.27 |
| 2019-03-31 | $437k | 4.0k | 110.02 |
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