Fortune Financial Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1961828
Overland Park, KS
Position in VIG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$635,287
-$71,965 QoQ
Shares Held
2,954
-8.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $635,287 | 2,954 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $707,252 | 3,218 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $691,606 | 3,205 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $620,968 | 3,034 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $588,565 | 3,034 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $224,812 | 1,148 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||