Ownership history in WEALTHSPAN PARTNERS, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 36,822 | -1,322 | -3.5% | 2.94% | $8.1M | $219.78 |
| 2025 Q3 | REDUCED | 38,144 | -2,541 | -6.2% | 3.14% | $8.2M | $214.93 |
| 2025 Q2 | REDUCED | 40,685 | -2,008 | -4.7% | 3.44% | $8.3M | $203.03 |
| 2025 Q1 | REDUCED | 42,693 | -2,335 | -5.2% | 3.83% | $8.3M | $191.61 |
As of 2025 Q4 — sorted by position size