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Vanguard Dividend Appreciation ETF shares owned by Windward Private Wealth Management

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

Historical chart of Windward Private Wealth Management investment in Vanguard Dividend Appreciation ETF

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All positions including Vanguard Dividend Appreciation ETF held by Windward Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Windward Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.3M 42k 198.06
2024-06-30 $8.0M 44k 182.55
2024-03-31 $8.5M 47k 182.61
2023-12-31 $8.4M 50k 170.40
2023-09-30 $7.7M 50k 155.38
2023-06-30 $8.2M 51k 162.43
2023-03-31 $7.9M 52k 154.01
2022-12-31 $8.1M 53k 151.85
2022-09-30 $7.2M 53k 135.15
2022-06-30 $7.5M 53k 143.47
2022-03-31 $8.7M 54k 162.17
2021-12-31 $10M 59k 171.75
2021-09-30 $9.1M 59k 153.60
2021-06-30 $9.4M 61k 154.80
2021-03-31 $9.0M 61k 147.08
2020-12-31 $9.1M 64k 141.18