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Vanguard Dividend Appreciation ETF shares owned by Institute For Wealth Management

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

Historical chart of Institute For Wealth Management investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Institute For 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 Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 5.7k 182.63
2023-12-31 $981k 5.8k 170.41
2023-09-30 $904k 5.8k 155.38
2023-06-30 $982k 6.0k 162.44
2023-03-31 $898k 5.8k 154.02
2022-12-31 $844k 5.6k 151.84
2022-09-30 $735k 5.4k 135.09
2022-06-30 $894k 6.2k 143.52
2022-03-31 $1.0M 6.3k 162.14
2021-12-31 $1.1M 6.3k 171.73
2021-09-30 $1.0M 6.6k 153.64
2021-06-30 $994k 6.4k 154.80
2021-03-31 $944k 6.4k 147.11
2020-12-31 $906k 6.4k 141.23
2020-09-30 $785k 6.1k 128.73
2020-06-30 $694k 5.9k 117.11
2020-03-31 $562k 5.4k 103.46
2019-12-31 $595k 595 1000.00
2019-09-30 $595k 5.0k 119.60
2019-06-30 $575k 5.0k 115.23
2019-03-31 $464k 4.2k 109.69
2018-09-30 $1.3M 12k 111.00
2018-06-30 $1.7M 17k 101.50
2018-03-31 $1.3M 13k 100.52
2017-12-31 $2.4M 23k 103.44
2017-09-30 $2.1M 22k 94.85
2017-06-30 $2.1M 22k 92.57
2015-12-31 $349k 4.5k 77.85
2015-09-30 $342k 4.6k 73.75
2015-06-30 $2.0M 26k 78.58
2015-03-31 $2.5M 31k 80.46
2014-12-31 $2.8M 35k 81.16