Aventura Private Wealth, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2074418
AVENTURA, FL
Position in VIG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$91,615
-$2,011 QoQ
Shares Held
426
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
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 | $91,615 | 426 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $93,626 | 426 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $91,926 | 426 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $106,428 | 520 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $100,874 | 520 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $123,764 | 632 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||