Vanguard Dividend Appreciation ETF shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 6.3k | 215.80 |
| 2025-06-30 | $1.3M | 6.3k | 204.68 |
| 2025-03-31 | $1.2M | 6.3k | 194.00 |
| 2024-12-31 | $1.2M | 6.3k | 195.84 |
| 2024-09-30 | $1.2M | 6.3k | 198.07 |
| 2024-06-30 | $1.3M | 7.0k | 182.55 |
| 2024-03-31 | $1.3M | 7.0k | 182.61 |
| 2023-12-31 | $1.2M | 7.0k | 170.40 |
| 2023-09-30 | $1.2M | 8.0k | 155.38 |
| 2023-06-30 | $1.3M | 8.0k | 162.43 |
| 2023-03-31 | $1.2M | 8.0k | 154.01 |
| 2022-12-31 | $1.2M | 8.0k | 151.85 |
| 2022-09-30 | $1.1M | 8.0k | 135.16 |
| 2022-06-30 | $1.1M | 8.0k | 143.47 |
| 2022-03-31 | $1.2M | 7.6k | 162.16 |
| 2021-12-31 | $1.3M | 7.6k | 171.74 |
| 2021-09-30 | $1.2M | 7.5k | 153.60 |
| 2021-06-30 | $1.2M | 7.7k | 154.79 |
| 2021-03-31 | $927k | 6.3k | 147.08 |
| 2020-12-31 | $883k | 6.3k | 141.17 |
| 2020-09-30 | $803k | 6.2k | 128.67 |
| 2020-06-30 | $729k | 6.2k | 117.18 |
| 2020-03-31 | $643k | 6.2k | 103.39 |
| 2019-12-31 | $775k | 6.2k | 124.66 |
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