Base Wealth Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2083977
LAKEWOOD RANCH, FL
Position in VIG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$5,209,183
+$1,774,462 QoQ
Shares Held
24,222
+55.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,209,183 | 24,222 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,434,721 | 15,628 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,235,555 | 14,994 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,882,981 | 14,086 | Shares | Sole | 2025-09-19 | |
| 2025-03-31 | $3,171,154 | 16,347 | Shares | Sole | 2025-09-19 | |
| No filing history on record for this holder in this stock. | ||||||