Vanguard Dividend Appreciation ETF shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 15k | 215.79 |
| 2025-06-30 | $3.3M | 16k | 204.66 |
| 2024-12-31 | $2.9M | 15k | 195.83 |
| 2024-09-30 | $2.8M | 14k | 198.06 |
| 2024-06-30 | $2.6M | 14k | 182.56 |
| 2024-03-31 | $2.8M | 16k | 182.61 |
| 2023-12-31 | $2.4M | 14k | 170.40 |
| 2023-09-30 | $2.2M | 14k | 155.38 |
| 2023-06-30 | $2.1M | 13k | 162.43 |
| 2023-03-31 | $1.9M | 12k | 154.01 |
| 2022-12-31 | $1.8M | 12k | 151.84 |
| 2022-09-30 | $1.8M | 14k | 135.15 |
| 2022-06-30 | $2.0M | 14k | 143.48 |
| 2022-03-31 | $2.3M | 14k | 162.16 |
| 2021-12-31 | $2.5M | 15k | 171.73 |
| 2021-09-30 | $2.1M | 14k | 153.62 |
| 2021-06-30 | $2.1M | 14k | 154.79 |
| 2021-03-31 | $3.8M | 26k | 147.09 |
| 2020-12-31 | $1.6M | 12k | 141.19 |
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