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Vanguard Dividend Appreciation ETF shares owned by SOA Wealth Advisors

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

Historical chart of SOA 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 SOA 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 SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $197k 913 215.79
2025-06-30 $64k 313 204.67
2025-03-31 $61k 313 193.99
2024-12-31 $61k 313 195.83
2024-09-30 $62k 313 198.06
2024-06-30 $76k 418 182.55
2024-03-31 $57k 313 182.61
2023-12-31 $53k 313 170.40
2023-09-30 $4.7k 30 155.37
2023-06-30 $4.9k 30 162.43
2023-03-31 $4.6k 30 154.00
2022-12-31 $4.6k 30 151.87
2022-09-30 $4.0k 30 133.33
2022-06-30 $4.0k 30 133.33
2022-03-31 $4.0k 30 133.33
2021-12-31 $5.0k 30 166.67
2021-09-30 $4.0k 30 133.33
2021-06-30 $11k 73 150.68
2021-03-31 $10k 73 136.99
2020-12-31 $7.0k 54 129.63