Global Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2039738
KINGSTON, NJ
Position in VIG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$11,005,695
-$665,062 QoQ
Shares Held
51,175
-3.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
29.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,005,695 | 51,175 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $11,670,757 | 53,102 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $11,880,318 | 55,055 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,380,675 | 55,605 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $10,621,728 | 54,754 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $10,669,993 | 54,486 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $10,755,450 | 54,304 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||