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Vanguard Dividend Appreciation ETF shares owned by Triad Financial Advisors

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

Historical chart of Triad Financial Advisors investment in Vanguard Dividend Appreciation ETF

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All positions including Vanguard Dividend Appreciation ETF held by Triad Financial 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 Triad Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $807k 5.2k 155.40
2023-06-30 $846k 5.2k 162.44
2023-03-31 $848k 5.5k 154.02
2022-12-31 $871k 5.7k 151.84
2022-09-30 $758k 5.6k 135.12
2022-06-30 $804k 5.6k 143.42
2022-03-31 $909k 5.6k 162.18
2021-12-31 $989k 5.8k 171.67

More positions owned by Triad Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Triad Financial Advisors

Top funds holding Vanguard Dividend Appreciation ETF

Bank of America Corporation
Wells Fargo & Company
Vanguard Group
Wealthfront Advisers
UBS Group
LPL Financial
HB Wealth Management
Raymond James & Associates
Royal Bank of Canada
Jpmorgan Chase & Co
Commonwealth Equity Services
Ameriprise Financial
Envestnet Asset Management
HighTower Advisors
Signature

View all funds holding Vanguard Dividend Appreciation ETF