Avidian Wealth Enterprises, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1471474 HOUSTON, TX

Position in VIG

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$1,151,431

+$16,048 QoQ

Shares Held

5,354

+3.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,151,431	5,354	+3.6%	Shares	Sole	2026-05-07
2025-12-31	$1,135,383	5,166	+1.0%	Shares	Sole	2026-02-02
2025-09-30	$1,103,334	5,113	+46.9%	Shares	Sole	2025-10-30
2025-06-30	$712,456	3,481	0.0%	Shares	Sole	2025-07-30
2025-03-31	$675,279	3,481	0.0%	Shares	Sole	2025-04-25
2024-12-31	$681,684	3,481	-2.1%	Shares	Sole	2025-01-29
2024-09-30	$704,301	3,556	-0.7%	Shares	Sole	2024-10-30
2024-06-30	$653,529	3,580	+87.6%	Shares	Sole	2024-08-06
2024-03-31	$348,419	1,908	-90.6%	Shares	Sole	2024-05-03
2023-12-31	$3,457,756	20,292	+714.6%	Shares	Sole	2024-02-06
2023-09-30	$387,051	2,491	-5.9%	Shares	Sole	2023-10-13
2023-06-30	$429,789	2,646	-6.6%	Shares	Sole	2023-08-03
2023-03-31	$436,156	2,832	-57.6%	Shares	Sole	2023-05-08
2022-12-31	$1,014,206	6,679	+169.9%	Shares	Sole	2023-02-06
2022-09-30	$334,521	2,475	+2.2%	Shares	Sole	2022-11-03
2022-06-30	$347,340	2,421	-0.7%	Shares	Sole	2022-07-29
2022-03-31	$395,508	2,439	+0.8%	Shares	Sole	2022-05-10
2021-12-31	$415,635	2,420	-17.4%	Shares	Sole	2022-02-14
2021-09-30	$450,201	2,931	-6.7%	Shares	Sole	2021-11-10
2021-06-30	$486,504	3,143	-39.6%	Shares	Sole	2021-08-09
2021-03-31	$765,404	5,204	+46.1%	Shares	Sole	2021-05-05
2020-12-31	$502,847	3,562	-5.1%	Shares	Sole	2021-02-09
2020-09-30	$482,732	3,752	+50.0%	Shares	Sole	2021-02-03
2020-06-30	$293,067	2,501	+8.7%	Shares	Sole	2020-08-10
2020-03-31	$237,797	2,300	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.