Triad Wealth Partners, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2012717
LAWRENCE, KS
Position in VIG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$448,830
-$49,191 QoQ
Shares Held
2,087
-7.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
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 | $448,830 | 2,087 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $498,021 | 2,266 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $428,558 | 1,986 | Shares | Sole | 2025-10-30 | |
| 2024-06-30 | $54,582 | 299 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||