Kaizen Financial Strategies

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1842013 CAMPBELL, CA

Position in VIG

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$3,020,732

-$780,363 QoQ

Shares Held

14,046

-18.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.45%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,020,732	14,046	-18.8%	Shares	Sole	2026-05-01
2025-12-31	$3,801,095	17,295	+6.7%	Shares	Sole	2026-01-21
2025-09-30	$3,498,603	16,213	-0.2%	Shares	Sole	2025-11-12
2025-06-30	$3,326,501	16,253	-6.1%	Shares	Sole	2025-08-08
2025-03-31	$3,359,518	17,318	-48.2%	Shares	Sole	2025-04-09
2024-12-31	$6,552,667	33,461	-21.6%	Shares	Sole	2025-02-14
2024-09-30	$8,455,577	42,692	-5.0%	Shares	Sole	2024-11-04
2024-06-30	$8,204,892	44,946	+3.3%	Shares	Sole	2024-08-05
2024-03-31	$7,945,908	43,513	-1.8%	Shares	Sole	2024-05-03
2023-12-31	$7,547,868	44,295	-2.3%	Shares	Sole	2024-01-18
2023-09-30	$7,042,132	45,322	-4.8%	Shares	Sole	2023-10-31
2023-06-30	$7,736,216	47,628	+35.2%	Shares	Sole	2023-08-08
2023-03-31	$5,425,310	35,227	+333.7%	Shares	Sole	2023-05-11
2022-12-31	$1,233,477	8,123	-11.2%	Shares	Sole	2023-01-19
2022-09-30	$1,236,849	9,151	+261.1%	Shares	Sole	2022-10-19
2022-06-30	$363,552	2,534	+19.4%	Shares	Sole	2022-07-18
2022-03-31	$344,265	2,123	+18.7%	Shares	Sole	2022-05-06
2021-12-31	$307,260	1,789	+0.2%	Shares	Sole	2022-01-26
2021-09-30	$274,329	1,786	+0.3%	Shares	Sole	2021-11-12
2021-03-31	$261,802	1,780	-62.7%	Shares	Sole	2021-05-28
2020-12-31	$674,227	4,776	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.