Bogart Wealth, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1715740 MCLEAN, VA

Position in VIG

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$582,597

+$250,510 QoQ

Shares Held

2,709

+79.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$582,597	2,709	+79.3%	Shares	Sole	2026-04-28
2025-12-31	$332,087	1,511	-3.9%	Shares	Sole	2026-01-30
2025-09-30	$339,437	1,573	+61.7%	Shares	Sole	2025-10-27
2025-06-30	$199,143	973	-54.7%	Shares	Sole	2025-07-30
2025-03-31	$416,302	2,146	+119.9%	Shares	Sole	2025-05-02
2024-12-31	$191,130	976	+15.8%	Shares	Sole	2025-01-30
2024-09-30	$166,964	843	+0.5%	Shares	Sole	2024-10-23
2024-06-30	$153,159	839	-1.5%	Shares	Sole	2024-07-31
2024-03-31	$155,583	852	-88.3%	Shares	Sole	2024-04-25
2023-12-31	$1,241,875	7,288	+727.2%	Shares	Sole	2024-02-07
2023-09-30	$136,889	881	+21.3%	Shares	Sole	2023-10-30
2023-06-30	$117,924	726	+19.6%	Shares	Sole	2023-07-31
2023-03-31	$93,484	607	-94.6%	Shares	Sole	2023-04-21
2022-12-31	$1,702,997	11,215	+6656.0%	Shares	Sole	2023-02-06
2022-09-30	$22,436	166	-4.0%	Shares	Sole	2022-11-03
2022-06-30	$24,820	173	-12.6%	Shares	Sole	2022-07-22
2022-03-31	$32,107	198	-33.8%	Shares	Sole	2022-04-22
2021-12-31	$51,353	299	-11.5%	Shares	Sole	2022-01-19
2021-09-30	$51,916	338	-1.7%	Shares	Sole	2021-10-15
2021-06-30	$53,247	344	-54.1%	Shares	Sole	2021-08-06
2021-03-31	$110,162	749	-99.5%	Shares	Sole	2021-04-16
2020-12-31	$21,959,275	155,552	+0.2%	Shares	Sole	2021-01-14
2020-09-30	$19,979,482	155,289	-2.2%	Shares	Sole	2020-10-06
2020-06-30	$18,614,511	158,854	+0.6%	Shares	Sole	2020-07-08
2020-03-31	$16,333,862	157,983	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.