Soltis Investment Advisors LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1802530
ST. GEORGE, UT
Position in VIG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$234,200
+$33,516 QoQ
Shares Held
1,089
+17.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $234,200 | 1,089 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $200,684 | 930 | Shares | Sole | 2025-11-12 | |
| 2024-03-31 | $372,524 | 2,040 | Shares | Sole | 2024-05-29 | |
| No filing history on record for this holder in this stock. | ||||||