Alteri Wealth LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2054980
WESTLAKE VILLAGE, CA
Position in VIG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$838,949
-$18,412 QoQ
Shares Held
3,901
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
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 | $838,949 | 3,901 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $857,361 | 3,901 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $698,728 | 3,238 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $641,435 | 3,134 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $607,964 | 3,134 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $521,299 | 2,662 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||