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Vanguard Dividend Appreciation ETF shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by WCG Wealth 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 17k 198.05
2024-06-30 $3.0M 16k 182.56
2024-03-31 $3.0M 16k 182.60
2023-12-31 $3.5M 20k 170.42
2023-09-30 $3.1M 20k 155.40
2022-09-30 $395k 2.9k 135.42

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

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