LIBERTY SQUARE WEALTH PARTNERS LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2057655
BETHLEHEM, PA
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$666,040
-$86,926 QoQ
Shares Held
3,097
-9.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $666,040 | 3,097 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $752,966 | 3,426 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,334,661 | 6,185 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,427,777 | 6,976 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,386,252 | 7,146 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,423,096 | 7,267 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||