Opal Wealth Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1844201
JERICHO, NY
Position in VIG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$77,636
+$19,306 QoQ
Shares Held
361
+26.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,636 | 361 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $58,330 | 285 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $64,986 | 335 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $33,771 | 185 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $33,782 | 185 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||