GOULD ASSET MANAGEMENT LLC /CA/

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1091961 CLAREMONT, CA

Position in VIG

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$388,828

+$90,367 QoQ

Shares Held

1,808

+33.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$388,828	1,808	+33.1%	Shares	Sole	2026-05-06
2025-12-31	$298,461	1,358	-0.4%	Shares	Sole	2026-02-17
2025-09-30	$294,121	1,363	+9.5%	Shares	Sole	2025-10-28
2025-06-30	$254,814	1,245	-3.3%	Shares	Sole	2025-08-05
2025-03-31	$249,665	1,287	+3.0%	Shares	Sole	2025-05-01
2024-12-31	$244,787	1,250	-2.0%	Shares	Sole	2025-02-07
2024-09-30	$252,526	1,275	-15.6%	Shares	Sole	2024-11-12
2024-06-30	$275,650	1,510	0.0%	Shares	Sole	2024-08-05
2024-03-31	$275,741	1,510	0.0%	Shares	Sole	2024-05-03
2023-12-31	$257,304	1,510	+13.1%	Shares	Sole	2024-02-02
2023-09-30	$207,432	1,335	0.0%	Shares	Sole	2023-10-24
2023-06-30	$216,844	1,335	0.0%	Shares	Sole	2023-08-07
2023-03-31	$205,603	1,335	-23.5%	Shares	Sole	2023-05-02
2022-12-31	$264,978	1,745	-68.8%	Shares	Sole	2023-02-09
2022-06-30	$802,714	5,595	+82.8%	Shares	Sole	2022-08-10
2022-03-31	$496,209	3,060	0.0%	Shares	Sole	2022-05-13
2021-12-31	$525,555	3,060	+9.1%	Shares	Sole	2022-02-02
2021-09-30	$430,848	2,805	0.0%	Shares	Sole	2021-11-09
2021-06-30	$434,185	2,805	0.0%	Shares	Sole	2021-08-05
2021-03-31	$412,559	2,805	-62.5%	Shares	Sole	2021-05-07
2020-12-31	$1,055,951	7,480	0.0%	Shares	Sole	2021-02-02
2020-09-30	$962,376	7,480	0.0%	Shares	Sole	2021-02-02
2020-06-30	$876,506	7,480	+16.7%	Shares	Sole	2020-08-05
2020-03-31	$662,729	6,410	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.