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