Sound Financial Strategies Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1800620
MADISON, MS
Position in VIG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$218,070
+$6,378 QoQ
Shares Held
1,014
-6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,070 | 1,014 | Shares | Sole | 2026-05-08 | |
| 2024-12-31 | $211,692 | 1,081 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||