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Stone Summit Wealth LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1908192 Miami, FL

Position in VIG

as of Mar 31, 2026 · filed Apr 23, 2026
Position Value
$573,995
-$12,597 QoQ
Shares Held
2,669
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2022
17 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
17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $573,995 2,669
2025-12-31 $586,592 2,669
2025-09-30 $583,496 2,704
2025-06-30 $558,544 2,729
2025-03-31 $530,368 2,734
2024-12-31 $535,399 2,734
2024-09-30 $561,302 2,834
2024-06-30 $499,091 2,734
2024-03-31 $499,255 2,734
2023-12-31 $465,873 2,734
2023-09-30 $430,247 2,769
2023-06-30 $449,118 2,765
2023-03-31 $354,223 2,300
2022-12-31 $349,255 2,300
2022-09-30 $367,500 2,719
2022-06-30 $390,094 2,719
2022-03-31 $440,913 2,719