Beacon Harbor Wealth Advisors, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1784093
VIRGINIA BEACH, VA
Position in VIG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$255,276
-$5,602 QoQ
Shares Held
1,187
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,276 | 1,187 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $260,878 | 1,187 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $256,142 | 1,187 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $242,943 | 1,187 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $230,266 | 1,187 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $232,450 | 1,187 | Shares | Sole | 2025-02-06 | |
| 2022-12-31 | $531,475 | 3,500 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $502,145 | 3,500 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $567,560 | 3,500 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $601,125 | 3,500 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $537,600 | 3,500 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $541,765 | 3,500 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $514,780 | 3,500 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $494,095 | 3,500 | Shares | Sole | 2021-01-21 | |
| No filing history on record for this holder in this stock. | ||||||