PATRICK M SWEENEY & ASSOCIATES, INC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2010453
LIBERTYVILLE, IL
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$935,295
-$12,616 QoQ
Shares Held
4,349
+0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $935,295 | 4,349 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $947,911 | 4,313 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $914,086 | 4,236 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $839,351 | 4,101 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $772,468 | 3,982 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $751,399 | 3,837 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $749,062 | 3,782 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $601,684 | 3,296 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $572,664 | 3,136 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $488,877 | 2,869 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||