Towerpoint Wealth, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1731445 SACRAMENTO, CA

Position in VIG

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$1,269,284

+$45,769 QoQ

Shares Held

5,902

+6.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,269,284	5,902	+6.0%	Shares	Sole	2026-04-08
2025-12-31	$1,223,515	5,567	+1.6%	Shares	Sole	2026-01-15
2025-09-30	$1,182,097	5,478	+3.4%	Shares	Sole	2025-10-08
2025-06-30	$1,084,136	5,297	+3.8%	Shares	Sole	2025-07-09
2025-03-31	$989,736	5,102	+7.5%	Shares	Sole	2025-04-09
2024-12-31	$929,409	4,746	+0.8%	Shares	Sole	2025-01-15
2024-09-30	$932,664	4,709	+9.0%	Shares	Sole	2024-10-09
2024-06-30	$788,616	4,320	-5.5%	Shares	Sole	2024-07-12
2024-03-31	$834,527	4,570	-40.6%	Shares	Sole	2024-04-16
2023-12-31	$1,310,035	7,688	+1.0%	Shares	Sole	2024-01-23
2023-09-30	$1,183,063	7,614	+0.4%	Shares	Sole	2023-10-11
2023-06-30	$1,231,219	7,580	0.0%	Shares	Sole	2023-07-20
2023-03-31	$1,167,395	7,580	+0.5%	Shares	Sole	2023-05-15
2022-12-31	$1,144,949	7,540	+0.5%	Shares	Sole	2023-02-10
2022-09-30	$1,013,700	7,500	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$1,070,860	7,464	+0.4%	Shares	Sole	2022-08-08
2022-03-31	$1,205,010	7,431	+0.4%	Shares	Sole	2022-05-16
2021-12-31	$1,271,121	7,401	+11.0%	Shares	Sole	2022-02-04
2021-09-30	$1,024,512	6,670	-3.6%	Shares	Sole	2021-11-12
2021-06-30	$1,070,837	6,918	+0.4%	Shares	Sole	2021-07-27
2021-03-31	$1,013,234	6,889	+0.3%	Shares	Sole	2021-05-10
2020-12-31	$969,555	6,868	+0.4%	Shares	Sole	2021-02-10
2020-09-30	$879,905	6,839	0.0%	Shares	Sole	2020-11-13
2020-06-30	$801,394	6,839	+2.2%	Shares	Sole	2020-08-07
2020-03-31	$691,575	6,689	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.