CATALYST PRIVATE WEALTH, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1831193
SAN MATEO, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$411,194
-$9,025 QoQ
Shares Held
1,912
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $411,194 | 1,912 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $420,219 | 1,912 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $413,453 | 1,916 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $391,943 | 1,915 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $367,611 | 1,895 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $283,757 | 1,449 | Shares | Sole | 2025-01-13 | |
| 2020-09-30 | $36,539 | 284 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||