Chokshi & Queen Wealth Advisors, Inc
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2057199
San Diego, CA
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$413,611
+$37,687 QoQ
Shares Held
1,748
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#463
of 591 holders
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,611 | 1,748 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $375,924 | 1,748 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $395,327 | 1,832 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $374,955 | 1,832 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $359,463 | 1,853 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $362,872 | 1,853 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||