Vanguard Dividend Appreciation ETF shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Vanguard Dividend Appreciation ETF
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All positions including Vanguard Dividend Appreciation ETF held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Dividend Appreciation ETF by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $443k | 2.1k | 215.75 |
| 2025-06-30 | $420k | 2.1k | 204.65 |
| 2025-03-31 | $836k | 4.3k | 193.98 |
| 2024-12-31 | $402k | 2.1k | 195.81 |
| 2024-09-30 | $406k | 2.1k | 198.06 |
| 2024-06-30 | $447k | 2.4k | 182.55 |
| 2024-03-31 | $447k | 2.4k | 182.61 |
| 2023-12-31 | $476k | 2.8k | 170.37 |
| 2023-09-30 | $262k | 1.7k | 155.36 |
| 2023-06-30 | $229k | 1.4k | 162.46 |
| 2023-03-31 | $324k | 2.1k | 154.03 |
| 2022-12-31 | $318k | 2.1k | 151.83 |
| 2022-09-30 | $247k | 1.8k | 135.42 |
| 2022-06-30 | $250k | 1.7k | 143.18 |
| 2022-03-31 | $298k | 1.8k | 161.87 |
| 2021-12-31 | $239k | 1.4k | 171.57 |
| 2021-06-30 | $222k | 1.4k | 154.60 |
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