Bucket List Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2133435
The Villages, FL
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$242,587
+$22,807 QoQ
Shares Held
1,128
+12.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.11%
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 | $242,587 | 1,128 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $219,780 | 1,000 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||