Base Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Base Wealth Management LLC

  • $175 Billion
  • Q3 2025

A detailed history of Base Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Base Wealth Management LLC holds 14,994 shares of VIG stock, worth $2.73 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
14,994
Previous 14,086 6.45%
Holding current value
$2.73 Million
Previous $2.88 Billion 12.23%
% of portfolio
1.84%
Previous 1.85%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
N/A
908 Added 6.45%
14,994 $3.24 Billion
Q2 2025

Sep 19, 2025
SELL
N/A
-2,261 Reduced 13.83%
14,086 $2.88 Billion
Q1 2025

Sep 19, 2025
BUY
N/A
16,347 New
16,347 $3.17 Billion

Others Institutions Holding VIG

# of Institutions
2,608
Shares Held
258M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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