Vanguard Dividend Appreciation ETF shares owned by Schwallier Wealth Management
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Schwallier Wealth Management
from 13F filings
Historical chart of Schwallier Wealth Management investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Schwallier Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $683k | 3.0k | 224.00 |
| 2025-09-30 | $704k | 3.3k | 215.78 |
| 2025-06-30 | $634k | 3.1k | 204.67 |
| 2025-03-31 | $602k | 3.1k | 193.99 |
| 2024-12-31 | $608k | 3.1k | 195.82 |
| 2024-09-30 | $611k | 3.1k | 198.08 |
| 2024-06-30 | $570k | 3.1k | 182.54 |
| 2024-03-31 | $2.6M | 14k | 182.61 |
| 2023-12-31 | $2.5M | 15k | 170.40 |
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