Vanguard Dividend Appreciation ETF shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 4.8k | 215.79 |
| 2025-06-30 | $974k | 4.8k | 204.68 |
| 2025-03-31 | $927k | 4.8k | 194.00 |
| 2024-12-31 | $943k | 4.8k | 195.81 |
| 2024-09-30 | $954k | 4.8k | 198.07 |
| 2024-06-30 | $880k | 4.8k | 182.54 |
| 2024-03-31 | $927k | 5.1k | 182.60 |
| 2023-12-31 | $835k | 4.9k | 170.40 |
| 2023-09-30 | $639k | 4.1k | 155.39 |
| 2023-06-30 | $699k | 4.3k | 162.44 |
| 2023-03-31 | $717k | 4.7k | 154.00 |
| 2022-12-31 | $739k | 4.9k | 151.85 |
| 2022-09-30 | $900k | 6.7k | 135.20 |
| 2022-06-30 | $1.6M | 11k | 143.43 |
| 2022-03-31 | $9.5M | 59k | 162.16 |
| 2021-12-31 | $11M | 63k | 171.75 |
| 2021-09-30 | $9.5M | 62k | 153.60 |
| 2021-06-30 | $9.0M | 58k | 154.79 |
| 2021-03-31 | $6.6M | 45k | 147.08 |
| 2020-12-31 | $4.2M | 30k | 141.17 |
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