EVOLUTION WEALTH MANAGEMENT INC.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2010029
FORT MYERS, FL
Position in VIG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$330,977
-$7,264 QoQ
Shares Held
1,539
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $330,977 | 1,539 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $338,241 | 1,539 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $332,100 | 1,539 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $256,042 | 1,251 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||