Vanguard Dividend Appreciation ETF shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 58k | 217.79 |
| 2025-06-30 | $11M | 54k | 205.93 |
| 2025-03-31 | $9.4M | 53k | 177.07 |
| 2024-12-31 | $10M | 53k | 195.21 |
| 2024-09-30 | $9.1M | 47k | 195.48 |
| 2024-06-30 | $7.5M | 40k | 188.56 |
| 2024-03-31 | $6.7M | 37k | 180.17 |
| 2023-12-31 | $6.2M | 36k | 174.03 |
| 2023-09-30 | $5.1M | 32k | 162.16 |
| 2023-06-30 | $4.5M | 28k | 161.56 |
| 2023-03-31 | $4.2M | 27k | 155.87 |
| 2022-12-31 | $2.9M | 19k | 151.83 |
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