Lakeshore Financial Planning, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2000571
St. Clair Shores, MI
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$364,526
+$91,120 QoQ
Shares Held
1,695
+36.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $364,526 | 1,695 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $273,406 | 1,244 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $258,516 | 1,198 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $228,616 | 1,117 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $206,987 | 1,067 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||