Synergy Investment Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in VIG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$65,808
+$27,204 QoQ
Shares Held
306
+53.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,808 | 306 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $38,604 | 199 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $38,970 | 199 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||