Keystone Financial Group, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2053642
ATLANTA, GA
Position in VIG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$10,422,022
-$26,099 QoQ
Shares Held
48,461
+1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
26.91%
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 | $10,422,022 | 48,461 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,448,121 | 47,539 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $9,547,196 | 44,243 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $8,268,258 | 40,398 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $7,201,684 | 37,124 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,912,603 | 35,299 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||