Phoenix Wealth Advisors
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1842362
CHAPEL HILL, NC
Position in VIG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$212,264
-$4,658 QoQ
Shares Held
987
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,264 | 987 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $216,922 | 987 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $212,984 | 987 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $202,009 | 987 | Shares | Sole | 2025-08-08 | |
| 2024-06-30 | $289,706 | 1,587 | Shares | Sole | 2024-07-17 | |
| 2022-06-30 | $201,575 | 1,405 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $330,319 | 2,037 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $349,854 | 2,037 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $312,883 | 2,037 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $315,307 | 2,037 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $299,601 | 2,037 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $267,799 | 1,897 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||