Vanguard Dividend Appreciation ETF shares owned by UMA Financial Services
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $501k | 2.5k | 200.12 |
| 2024-06-30 | $471k | 2.5k | 190.46 |
| 2024-03-31 | $445k | 2.6k | 173.98 |
| 2023-12-31 | $547k | 3.2k | 172.49 |
| 2023-09-30 | $409k | 2.6k | 155.97 |
| 2023-06-30 | $427k | 2.6k | 162.42 |
| 2023-03-31 | $411k | 2.6k | 156.61 |
| 2022-12-31 | $360k | 2.3k | 154.93 |
| 2022-09-30 | $327k | 2.3k | 142.11 |
| 2022-06-30 | $221k | 1.4k | 153.15 |
| 2022-03-31 | $211k | 1.3k | 158.41 |
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