Vanguard Dividend Appreciation ETF shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial 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 Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $741k | 4.1k | 182.57 |
| 2024-03-31 | $742k | 4.1k | 182.63 |
| 2023-12-31 | $734k | 4.3k | 170.41 |
| 2023-09-30 | $641k | 4.1k | 157.90 |
| 2023-06-30 | $695k | 4.3k | 162.44 |
| 2023-03-31 | $659k | 4.3k | 154.02 |
| 2022-12-31 | $650k | 4.3k | 151.85 |
| 2022-09-30 | $625k | 4.3k | 146.06 |
| 2022-06-30 | $637k | 4.3k | 148.87 |
| 2022-03-31 | $694k | 4.3k | 162.23 |
| 2021-12-31 | $737k | 4.3k | 172.28 |
| 2021-09-30 | $648k | 4.2k | 153.70 |
| 2021-06-30 | $653k | 4.2k | 154.89 |
| 2021-03-31 | $595k | 4.2k | 141.13 |
| 2020-12-31 | $631k | 4.9k | 128.64 |
| 2020-09-30 | $563k | 4.4k | 127.58 |
| 2020-06-30 | $547k | 4.6k | 118.78 |
| 2020-03-31 | $525k | 4.9k | 107.10 |
| 2019-09-30 | $222k | 1.9k | 119.23 |
| 2019-06-30 | $214k | 1.9k | 114.93 |
| 2019-03-31 | $202k | 1.8k | 110.02 |
| 2018-09-30 | $232k | 2.2k | 104.50 |
| 2018-06-30 | $446k | 4.4k | 100.95 |
| 2018-03-31 | $446k | 4.4k | 100.95 |
| 2017-12-31 | $578k | 5.7k | 101.98 |
| 2017-09-30 | $856k | 9.0k | 94.74 |
| 2017-06-30 | $892k | 9.6k | 92.63 |
| 2017-03-31 | $1.0M | 12k | 89.92 |
| 2016-12-31 | $1.0M | 12k | 85.22 |
| 2016-09-30 | $986k | 12k | 83.91 |
| 2016-06-30 | $1.0M | 13k | 83.23 |
| 2016-03-31 | $1.1M | 13k | 81.24 |
| 2015-12-31 | $1.1M | 14k | 77.79 |
More positions owned by Summit Financial Wealth Advisors
View all positions for Summit Financial Wealth Advisors
Top funds holding Vanguard Dividend Appreciation ETF
View all funds holding Vanguard Dividend Appreciation ETF