BCS Wealth Management

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1798172 JOHNSON CITY, TN

Position in VIG

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$721,956

-$663,976 QoQ

Shares Held

3,357

-46.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$721,956	3,357	-46.8%	Shares	Sole	2026-04-17
2025-12-31	$1,385,932	6,306	+100.0%	Shares	Sole	2026-01-26
2025-09-30	$680,385	3,153	0.0%	Shares	Sole	2025-10-22
2025-06-30	$645,324	3,153	+14.5%	Shares	Sole	2025-07-15
2025-03-31	$534,054	2,753	-4.6%	Shares	Sole	2025-04-14
2024-12-31	$565,361	2,887	+3.8%	Shares	Sole	2025-01-13
2024-03-31	$507,838	2,781	+0.7%	Shares	Sole	2024-04-10
2023-12-31	$470,815	2,763	+2.3%	Shares	Sole	2024-01-11
2023-09-30	$419,836	2,702	-25.0%	Shares	Sole	2023-10-12
2023-03-31	$554,744	3,602	0.0%	Shares	Sole	2023-04-10
2022-12-31	$546,963	3,602	0.0%	Shares	Sole	2023-01-10
2022-09-30	$486,846	3,602	0.0%	Shares	Sole	2022-10-07
2022-06-30	$516,778	3,602	+0.1%	Shares	Sole	2022-07-29
2022-03-31	$583,613	3,599	+2.9%	Shares	Sole	2022-04-28
2021-12-31	$600,953	3,499	0.0%	Shares	Sole	2022-01-18
2021-09-30	$537,446	3,499	0.0%	Shares	Sole	2021-10-25
2021-06-30	$541,610	3,499	+2.3%	Shares	Sole	2021-07-21
2021-03-31	$502,866	3,419	0.0%	Shares	Sole	2021-04-28
2020-12-31	$482,660	3,419	+2.7%	Shares	Sole	2021-01-21
2020-09-30	$428,309	3,329	+0.9%	Shares	Sole	2020-10-23
2020-06-30	$386,694	3,300	0.0%	Shares	Sole	2020-07-21
2020-03-31	$341,187	3,300	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.