Keystone Wealth Services, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1866189
PALM DESERT, CA
Position in VIG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,744,653
-$83,474 QoQ
Shares Held
22,062
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $4,744,653 | 22,062 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,828,127 | 21,968 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,630,421 | 21,458 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,691,223 | 18,035 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,811,321 | 19,647 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,873,517 | 19,780 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,035,863 | 15,328 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,629,267 | 14,403 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,404,060 | 13,165 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $626,731 | 3,678 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $731,684 | 4,709 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $781,125 | 4,809 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $813,480 | 5,282 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $761,831 | 5,017 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $666,609 | 4,932 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $680,047 | 4,740 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $733,125 | 4,521 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $807,740 | 4,703 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||