GENESIS PRIVATE WEALTH, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1965529
ASHBURN, VA
Position in VIG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$6,881,059
-$165,747 QoQ
Shares Held
31,996
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,881,059 | 31,996 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,046,806 | 32,063 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $6,675,032 | 30,933 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $6,440,760 | 31,469 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,867,227 | 30,245 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,658,899 | 28,897 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||