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Vanguard Dividend Appreciation ETF shares owned by Phoenix Wealth Advisors

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Phoenix Wealth Advisors from 13F filings

Historical chart of Phoenix Wealth Advisors investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $217k 987 219.78
2025-09-30 $213k 987 215.79
2025-06-30 $202k 987 204.67
2024-06-30 $290k 1.6k 182.55
2022-06-30 $202k 1.4k 143.77
2022-03-31 $329k 2.0k 161.51
2021-12-31 $350k 2.0k 171.82
2021-09-30 $313k 2.0k 153.66
2021-06-30 $318k 2.0k 156.11
2021-03-31 $302k 2.0k 148.26
2020-12-31 $268k 1.9k 141.28