Private Wealth Asset Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1883006
OMAHA, NE
Position in VIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$485,307
+$94,113 QoQ
Shares Held
2,051
+12.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#450
of 591 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,307 | 2,051 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $391,194 | 1,819 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $426,373 | 1,940 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $464,164 | 2,151 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $432,263 | 2,112 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $344,914 | 1,778 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||