LifeGoal Investments, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2054684
SARATOGA SPRINGS, NY
Position in VIG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$605,393
-$10,870 QoQ
Shares Held
2,815
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.08%
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 | $605,393 | 2,815 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $616,263 | 2,804 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $632,048 | 2,929 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $554,246 | 2,708 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $531,726 | 2,741 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $532,853 | 2,721 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||