ALTERNA WEALTH MANAGEMENT, INC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1767699
HOUSTON, TX
Position in VIG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$341,515
-$182,000 QoQ
Shares Held
1,588
-33.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $341,515 | 1,588 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $523,515 | 2,382 | Shares | Sole | 2026-01-23 | |
| 2025-03-31 | $699,915 | 3,608 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $374,035 | 1,910 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $681,326 | 3,440 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $618,114 | 3,386 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $973,311 | 5,330 | Shares | Sole | 2024-05-03 | |
| 2022-12-31 | $3,558,149 | 23,432 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,175,719 | 23,496 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,050,487 | 7,322 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,941,218 | 36,638 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,353,934 | 19,528 | Shares | Sole | 2022-02-10 | |
| 2020-12-31 | $441,579 | 3,128 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,328,543 | 10,326 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $660,192 | 5,634 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $379,441 | 3,670 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||