Live Oak Private Wealth LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1799877
WILMINGTON, NC
Position in VIG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$245,168
-$5,381 QoQ
Shares Held
1,140
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,168 | 1,140 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $250,549 | 1,140 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $264,990 | 1,228 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $251,334 | 1,228 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $244,815 | 1,262 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $228,141 | 1,165 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $220,836 | 1,115 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $203,543 | 1,115 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $203,610 | 1,115 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||