Taylor & Morgan Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1844266
TROY, MI
Position in VIG
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$590,554
-$103,291 QoQ
Shares Held
2,746
-13.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $590,554 | 2,746 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $693,845 | 3,157 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $655,138 | 3,036 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $625,471 | 3,056 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $592,833 | 3,056 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $652,113 | 3,330 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $658,153 | 3,323 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $605,700 | 3,318 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $539,612 | 2,955 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $530,796 | 3,115 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $500,789 | 3,223 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $497,035 | 3,060 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $487,441 | 3,165 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $523,275 | 3,446 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $473,195 | 3,501 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $528,543 | 3,684 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $596,748 | 3,680 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $665,531 | 3,875 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||