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Vanguard Dividend Appreciation ETF shares owned by Truewealth

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

Historical chart of Truewealth investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Truewealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Truewealth

Quarter filed Position value Share count Share price at filing
2020-06-30 $762k 6.5k 117.19
2020-03-31 $664k 6.4k 103.39
2019-12-31 $706k 5.7k 124.58
2019-09-30 $737k 6.2k 119.58
2019-06-30 $710k 6.2k 115.22
2019-03-31 $676k 6.2k 109.70
2018-12-31 $646k 6.6k 97.94
2018-09-30 $730k 6.6k 110.67
2018-06-30 $670k 6.6k 101.58
2018-03-31 $661k 6.5k 100.99
2017-12-31 $732k 7.2k 102.01

More positions owned by Truewealth

Coca-Cola Company (KO)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Truewealth

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF