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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Sax 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
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