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Vanguard Dividend Appreciation ETF shares owned by San Luis Wealth Advisors

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

Historical chart of San Luis 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 San Luis 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.3M 32k 198.06
2024-06-30 $5.4M 30k 182.55
2023-06-30 $3.3M 20k 162.44
2023-03-31 $3.5M 23k 154.02
2022-03-31 $9.8M 57k 171.74
2021-09-30 $5.5M 36k 153.59
2020-12-31 $5.9M 42k 141.17

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Ishares Tr 10+ Yr Invst Grd (IGLB)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Vanguard Wellington Short Trm Tax Ex (VTES)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for San Luis Wealth Advisors

Top funds holding Vanguard Dividend Appreciation ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Vanguard Group
Wealthfront Advisers
LPL Financial
HB Wealth Management
Raymond James & Associates
Royal Bank of Canada
Jpmorgan Chase & Co
Commonwealth Equity Services
Envestnet Asset Management
HighTower Advisors
Signature
Bank of New York Mellon

View all funds holding Vanguard Dividend Appreciation ETF