Insight Wealth Strategies, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1749914
SAN RAMON, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$507,971
-$28,731 QoQ
Shares Held
2,362
-3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $507,971 | 2,362 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $536,702 | 2,442 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $527,174 | 2,443 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $498,166 | 2,434 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $480,707 | 2,478 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $756,491 | 3,863 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $722,720 | 3,649 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $663,569 | 3,635 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $550,021 | 3,012 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $511,370 | 3,001 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $296,465 | 1,908 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $314,951 | 1,939 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $301,397 | 1,957 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $297,018 | 1,956 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $263,156 | 1,947 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $279,336 | 1,947 | Shares | Sole | 2022-07-01 | |
| 2022-03-31 | $315,076 | 1,943 | Shares | Sole | 2022-04-12 | |
| 2021-09-30 | $211,660 | 1,378 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $213,455 | 1,379 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $202,382 | 1,376 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||