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Balance Wealth, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 2065247 DELAWARE, OH

Position in VIG

as of Mar 31, 2026 · filed Apr 20, 2026
Position Value
$232,264
+$22,375 QoQ
Shares Held
1,080
+13.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $232,264 1,080
2025-12-31 $209,889 955