Vanguard Dividend Appreciation ETF shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $524k | 2.7k | 195.80 |
| 2024-09-30 | $539k | 2.7k | 198.06 |
| 2024-06-30 | $495k | 2.7k | 182.58 |
| 2024-03-31 | $496k | 2.7k | 182.64 |
| 2023-12-31 | $461k | 2.7k | 170.38 |
| 2023-09-30 | $790k | 5.1k | 155.38 |
| 2023-06-30 | $825k | 5.1k | 162.43 |
| 2023-03-31 | $581k | 3.8k | 154.05 |
| 2022-12-31 | $573k | 3.8k | 151.85 |
| 2022-09-30 | $589k | 4.4k | 135.22 |
| 2022-06-30 | $585k | 4.1k | 143.52 |
| 2022-03-31 | $661k | 4.1k | 162.17 |
| 2021-12-31 | $700k | 4.1k | 171.74 |
| 2021-09-30 | $1.3M | 8.4k | 153.58 |
| 2021-06-30 | $1.3M | 8.4k | 154.78 |
| 2021-03-31 | $1.2M | 8.4k | 147.12 |
| 2020-12-31 | $1.2M | 8.5k | 141.16 |
| 2020-09-30 | $1.1M | 8.5k | 128.71 |
| 2020-06-30 | $1.1M | 9.5k | 117.20 |
| 2020-03-31 | $986k | 9.5k | 103.37 |
| 2019-12-31 | $1.2M | 9.6k | 124.65 |
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