Successful Portfolios LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1721780 CLEARWATER, FL

Position in VIG

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$1,872,312

+$128,358 QoQ

Shares Held

8,706

+9.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.68%

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	$1,872,312	8,706	+9.7%	Shares	Sole	2026-04-13
2025-12-31	$1,743,954	7,935	+2.9%	Shares	Sole	2026-01-23
2025-09-30	$1,663,309	7,708	+41.8%	Shares	Sole	2025-10-15
2025-06-30	$1,112,176	5,434	+15.1%	Shares	Sole	2025-07-21
2025-03-31	$916,214	4,723	+2.3%	Shares	Sole	2025-04-11
2024-12-31	$904,147	4,617	+1.0%	Shares	Sole	2025-01-16
2024-09-30	$905,332	4,571	+2.4%	Shares	Sole	2024-10-09
2024-06-30	$814,903	4,464	-19.4%	Shares	Sole	2024-07-12
2024-03-31	$1,011,476	5,539	+5.4%	Shares	Sole	2024-04-18
2023-12-31	$895,622	5,256	+0.0%	Shares	Sole	2024-01-18
2023-09-30	$816,366	5,254	+0.4%	Shares	Sole	2023-10-11
2023-06-30	$850,158	5,234	-39.3%	Shares	Sole	2023-07-20
2023-03-31	$1,328,336	8,625	+5.7%	Shares	Sole	2023-04-24
2022-12-31	$1,238,792	8,158	+11.9%	Shares	Sole	2023-01-27
2022-09-30	$985,181	7,289	+1.2%	Shares	Sole	2022-10-12
2022-06-30	$1,032,984	7,200	+4.7%	Shares	Sole	2022-07-22
2022-03-31	$1,114,850	6,875	+7.8%	Shares	Sole	2022-04-21
2021-12-31	$1,094,906	6,375	+1.2%	Shares	Sole	2022-01-26
2021-09-30	$967,987	6,302	-4.3%	Shares	Sole	2021-10-14
2021-06-30	$1,018,827	6,582	+0.2%	Shares	Sole	2021-07-23
2021-03-31	$965,874	6,567	+26.1%	Shares	Sole	2021-04-20
2020-12-31	$735,072	5,207	+0.1%	Shares	Sole	2021-02-02
2020-09-30	$669,289	5,202	-0.6%	Shares	Sole	2020-10-13
2020-06-30	$613,085	5,232	+24.2%	Shares	Sole	2020-07-13
2020-03-31	$435,478	4,212	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.