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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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Windward Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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