Vanguard Dividend Appreciation ETF shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 8.9k | 182.61 |
| 2023-12-31 | $1.5M | 8.9k | 170.40 |
| 2023-09-30 | $1.5M | 9.6k | 155.39 |
| 2023-06-30 | $1.5M | 9.5k | 162.43 |
| 2023-03-31 | $1.3M | 8.5k | 154.02 |
| 2022-12-31 | $1.3M | 8.4k | 151.85 |
| 2022-09-30 | $1.1M | 8.4k | 137.13 |
| 2022-06-30 | $1.3M | 8.7k | 143.48 |
| 2022-03-31 | $1.4M | 8.4k | 164.21 |
| 2021-12-31 | $1.4M | 8.2k | 171.80 |
| 2021-09-30 | $1.3M | 8.3k | 155.23 |
| 2021-06-30 | $1.3M | 8.3k | 154.74 |
| 2021-03-31 | $1.3M | 8.4k | 152.93 |
| 2020-12-31 | $1.2M | 8.4k | 141.15 |
| 2020-09-30 | $991k | 7.7k | 128.68 |
| 2020-06-30 | $903k | 7.7k | 117.15 |
| 2020-03-31 | $789k | 7.6k | 103.41 |
| 2019-12-31 | $918k | 7.4k | 124.66 |
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