Forza Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1963030
SARASOTA, FL
Position in VIG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$3,012,560
-$25,019 QoQ
Shares Held
14,008
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,012,560 | 14,008 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,037,579 | 13,821 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,127,199 | 19,126 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,937,032 | 19,236 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,735,471 | 19,256 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,757,977 | 19,190 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,831,668 | 19,346 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,531,612 | 19,346 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,880,827 | 21,252 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,621,340 | 21,252 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,411,678 | 21,957 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,566,475 | 21,957 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,396,998 | 22,057 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,348,444 | 22,051 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||