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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.0k | 215.79 |
| 2025-06-30 | $1.1M | 5.3k | 204.67 |
| 2025-03-31 | $1.0M | 5.3k | 193.99 |
| 2024-12-31 | $980k | 5.0k | 195.83 |
| 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 |
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