Level Wealth Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2036775
GREENSBORO, NC
Position in VIG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$381,516
-$8,373 QoQ
Shares Held
1,774
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $381,516 | 1,774 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $389,889 | 1,774 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $381,732 | 1,769 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $366,563 | 1,791 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $347,436 | 1,791 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $364,831 | 1,863 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||