Intergy Private Wealth, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1911342
COLORADO SPRINGS, CO
Position in VIG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$205,167
-$13,514 QoQ
Shares Held
954
-4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,167 | 954 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $218,681 | 995 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $214,711 | 995 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $206,921 | 1,011 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $313,915 | 1,603 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $317,490 | 1,603 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $292,627 | 1,603 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $302,036 | 1,654 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $281,841 | 1,654 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $256,998 | 1,654 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $268,659 | 1,654 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $254,732 | 1,654 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $258,145 | 1,700 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $229,772 | 1,700 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $243,899 | 1,700 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $275,672 | 1,700 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $291,975 | 1,700 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||