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Vanguard Dividend Appreciation ETF shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial 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 Wells Financial 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 Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 5.3k 198.90
2024-06-30 $968k 5.3k 182.55
2024-03-31 $968k 5.3k 182.61
2023-09-30 $824k 5.3k 155.38
2023-06-30 $861k 5.3k 162.43
2023-03-31 $816k 5.3k 154.01
2022-12-31 $805k 5.3k 151.85
2022-09-30 $716k 5.3k 135.09
2022-06-30 $746k 5.2k 143.46
2022-03-31 $843k 5.2k 162.12
2021-12-31 $893k 5.2k 171.73
2021-09-30 $799k 5.2k 153.65
2021-06-30 $805k 5.2k 154.81
2021-03-31 $765k 5.2k 147.12
2020-12-31 $734k 5.2k 141.15