VIG VIG

Ownership history in Prentice Wealth Management LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Prentice Wealth Management LLC reported a position in VIG (VIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.47% (2023 Q2)
Avg. % of fund
2.98%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 46,562 +1,517 +3.4% 2.34% $10.2M $219.78
2025 Q3 ADDED 45,045 +96 +0.2% 2.40% $9.7M $214.93
2025 Q2 REDUCED 44,949 -1,620 -3.5% 2.42% $9.2M $203.03
2025 Q1 REDUCED 46,569 -3,796 -7.5% 2.61% $9.0M $191.61
2024 Q4 REDUCED 50,365 -32 -0.1% 2.85% $9.9M $192.50
2024 Q3 REDUCED 50,397 -739 -1.4% 2.96% $10.0M $193.83
2024 Q2 REDUCED 51,136 -688 -1.3% 3.05% $9.3M $177.90
2024 Q1 ADDED 51,824 +1,364 +2.7% 3.29% $9.5M $177.09
2023 Q4 ADDED 50,460 +2,133 +4.4% 3.35% $8.6M $164.55
2023 Q3 ADDED 48,327 +1,211 +2.6% 3.39% $7.5M $149.23
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VIG price (monthly, adj. close)
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