Koa Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2022118
Encinitas, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$729,268
-$128,753 QoQ
Shares Held
3,391
-13.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $729,268 | 3,391 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $858,021 | 3,904 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $877,186 | 4,065 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $751,343 | 3,671 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $714,465 | 3,683 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $744,937 | 3,804 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $766,888 | 3,872 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $732,938 | 4,015 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $697,570 | 3,820 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $635,932 | 3,732 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||