Donalies Financial Planning, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2111587
WASHINGTON, DC
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$481,304
-$167,926 QoQ
Shares Held
2,238
-24.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.64%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $481,304 | 2,238 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $649,230 | 2,954 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||