Vanguard Dividend Appreciation ETF shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 4.7k | 215.78 |
| 2025-06-30 | $1.1M | 5.1k | 205.75 |
| 2025-03-31 | $1.4M | 7.3k | 193.99 |
| 2024-12-31 | $3.8M | 20k | 195.75 |
| 2024-09-30 | $845k | 4.3k | 198.05 |
| 2023-03-31 | $11k | 72 | 153.47 |
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