Waterfront Wealth Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1775210
OVERLAND PARK, KS
Position in VIG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$377,645
-$54,222 QoQ
Shares Held
1,756
-10.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $377,645 | 1,756 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $431,867 | 1,965 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $422,301 | 1,957 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $449,659 | 2,197 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $306,310 | 1,579 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $301,578 | 1,540 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $311,944 | 1,575 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $235,489 | 1,290 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $246,888 | 1,352 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $210,784 | 1,237 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||