Vanguard Dividend Appreciation ETF shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.3M | 6.5k | 195.82 |
| 2024-09-30 | $1.1M | 5.6k | 198.04 |
| 2024-06-30 | $1.1M | 5.8k | 182.54 |
| 2024-03-31 | $1.0M | 5.7k | 182.60 |
| 2023-12-31 | $887k | 5.2k | 170.40 |
| 2023-09-30 | $983k | 6.3k | 155.37 |
| 2023-06-30 | $1.0M | 6.4k | 162.44 |
| 2023-03-31 | $949k | 6.2k | 154.02 |
| 2022-12-31 | $907k | 6.0k | 151.84 |
| 2022-09-30 | $847k | 6.3k | 135.20 |
| 2022-06-30 | $1.3M | 8.9k | 143.49 |
| 2022-03-31 | $1.5M | 9.2k | 162.12 |
| 2021-12-31 | $1.5M | 8.9k | 171.73 |
| 2021-09-30 | $1.3M | 8.6k | 153.56 |
| 2021-06-30 | $1.0M | 6.6k | 154.72 |
| 2021-03-31 | $936k | 6.4k | 147.12 |
| 2020-12-31 | $909k | 6.4k | 141.24 |
| 2020-09-30 | $520k | 4.0k | 128.62 |
| 2020-06-30 | $481k | 4.1k | 117.12 |
| 2020-03-31 | $542k | 4.9k | 111.36 |
| 2019-12-31 | $494k | 4.0k | 124.72 |
| 2019-09-30 | $454k | 3.8k | 119.66 |
| 2019-06-30 | $441k | 3.8k | 115.17 |
| 2019-03-31 | $441k | 4.0k | 109.51 |
| 2018-12-31 | $441k | 4.5k | 97.89 |
| 2018-09-30 | $520k | 5.0k | 103.75 |
| 2018-06-30 | $498k | 4.7k | 105.69 |
| 2018-03-31 | $491k | 4.9k | 100.97 |
| 2017-12-31 | $636k | 6.2k | 102.10 |
| 2017-09-30 | $121k | 1.3k | 94.46 |
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