Accurate Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1877728
WESLEY CHAPEL, FL
Position in VIG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$443,453
-$400,502 QoQ
Shares Held
2,062
-46.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $443,453 | 2,062 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $843,955 | 3,840 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $915,596 | 4,243 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $251,948 | 1,231 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $238,995 | 1,232 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $215,021 | 1,098 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $218,262 | 1,102 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $215,043 | 1,178 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $244,332 | 1,338 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $219,310 | 1,424 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $216,993 | 1,429 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $351,416 | 2,600 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $242,751 | 1,692 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $268,212 | 1,654 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $282,357 | 1,644 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $252,518 | 1,644 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $217,170 | 1,403 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||