MilWealth Group LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1972750 MILWAUKEE, WI

Position in VIG

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$4,968,316

-$215,854 QoQ

Shares Held

23,102

-2.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

4.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,968,316	23,102	-2.1%	Shares	Sole	2026-05-01
2025-12-31	$5,184,170	23,588	-0.7%	Shares	Sole	2026-02-02
2025-09-30	$5,128,249	23,765	-0.5%	Shares	Sole	2025-11-03
2025-06-30	$4,888,542	23,885	-0.3%	Shares	Sole	2025-08-01
2025-03-31	$4,645,090	23,945	-1.6%	Shares	Sole	2025-05-01
2024-12-31	$4,766,306	24,339	-1.0%	Shares	Sole	2025-01-24
2024-09-30	$4,868,908	24,583	-0.2%	Shares	Sole	2024-10-15
2024-06-30	$4,496,023	24,629	-1.3%	Shares	Sole	2024-07-29
2024-03-31	$4,558,310	24,962	-5.9%	Shares	Sole	2024-04-24
2023-12-31	$4,519,178	26,521	-1.6%	Shares	Sole	2024-01-26
2023-09-30	$4,189,821	26,965	-2.1%	Shares	Sole	2023-10-11
2023-06-30	$4,474,621	27,548	-1.6%	Shares	Sole	2023-07-24
2023-03-31	$4,309,815	27,984	-1.1%	Shares	Sole	2023-05-09
2022-12-31	$4,298,266	28,306	-6.0%	Shares	Sole	2023-05-09
2022-09-30	$4,068,586	30,102	-8.4%	Shares	Sole	2023-05-09
2022-06-30	$4,712,702	32,848	-1.2%	Shares	Sole	2023-05-09
2022-03-31	$5,388,901	33,232	-2.1%	Shares	Sole	2023-05-09
2021-12-31	$5,831,084	33,951	-0.6%	Shares	Sole	2023-05-09
2021-09-30	$5,246,515	34,157	+10.4%	Shares	Sole	2023-05-09
2021-06-30	$4,790,905	30,951	-2.1%	Shares	Sole	2023-05-09
2021-03-31	$4,651,405	31,625	-1.4%	Shares	Sole	2023-05-09
2020-12-31	$4,528,592	32,079	-3.8%	Shares	Sole	2023-05-09
2020-09-30	$4,290,425	33,347	-4.5%	Shares	Sole	2023-05-09
2020-06-30	$4,092,394	34,924	-1.2%	Shares	Sole	2023-05-09
2020-03-31	$3,653,699	35,339	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.