Core Wealth Partners LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1965078
SANTA ROSA, CA
Position in VIG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$222,156
-$4,876 QoQ
Shares Held
1,033
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
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 | $222,156 | 1,033 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $227,032 | 1,033 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $222,911 | 1,033 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $211,424 | 1,033 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $210,091 | 1,083 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $212,083 | 1,083 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $214,498 | 1,083 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||