Vanguard Dividend Appreciation ETF shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $743k | 3.1k | 238.89 |
| 2026-03-31 | $714k | 3.1k | 228.29 |
| 2025-12-31 | $524k | 2.3k | 223.86 |
| 2025-09-30 | $517k | 2.4k | 217.79 |
| 2025-06-30 | $525k | 2.6k | 205.94 |
| 2025-03-31 | $482k | 2.6k | 184.75 |
| 2024-12-31 | $505k | 2.6k | 192.87 |
| 2024-09-30 | $565k | 2.8k | 201.07 |
| 2024-06-30 | $528k | 2.8k | 185.29 |
| 2024-03-31 | $495k | 2.8k | 173.96 |
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