Schwallier Wealth Management LLC: VIG position timeline

Schwallier Wealth Management LLC held 2,389 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,389 shares

   Change vs previous 13F +8 shares

   0.36% of the 13F portfolio, value $565,220.

   13F-HR 0001934951-26-000003 filed by Schwallier Wealth Management LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,381 shares

   Change vs previous 13F -666 shares

   0.37% of the 13F portfolio, value $512,057.

   13F-HR 0001934951-26-000002 filed by Schwallier Wealth Management LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,047 shares

   Change vs previous 13F -217 shares

   0.44% of the 13F portfolio, value $682,537.

   13F-HR 0001934951-26-000001 filed by Schwallier Wealth Management LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,264 shares

   Change vs previous 13F +165 shares

   0.44% of the 13F portfolio, value $704,313.

   13F-HR 0001934951-25-000004 filed by Schwallier Wealth Management LLC
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,099 shares

   Change vs previous 13F -2 shares

   0.39% of the 13F portfolio, value $634,287.

   13F-HR 0001934951-25-000001 filed by Schwallier Wealth Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 3,101 shares

   Change vs previous 13F -5 shares

   0.44% of the 13F portfolio, value $601,577.

   13F-HR 0001934951-25-000002 filed by Schwallier Wealth Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 3,106 shares

   Change vs previous 13F +21 shares

   0.46% of the 13F portfolio, value $608,230.

   13F-HR 0001807270-25-000002 filed by Schwallier Wealth Management LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 3,085 shares

   Change vs previous 13F not available

   0.44% of the 13F portfolio, value $611,064.

   13F-HR 0001934951-24-000009 filed by Schwallier Wealth Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).