Wealth Management Strategies, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2057285
PITTSBURGH, PA
Position in VIG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$266,244
-$4,744 QoQ
Shares Held
1,238
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $266,244 | 1,238 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $270,988 | 1,233 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $562,996 | 2,609 | Shares | Sole | 2025-11-17 | |
| 2025-03-31 | $585,267 | 3,017 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,879 | 3,002 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||