Aafmaa Wealth Management & Trust LLC Vanguard Dividend Appreciation Transaction History

Aafmaa Wealth Management & Trust LLC

  • $215 Million
  • Q1 2025

A detailed history of Aafmaa Wealth Management & Trust LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Aafmaa Wealth Management & Trust LLC holds 5,363 shares of VIG stock, worth $976,870. This represents 0.45% of its overall portfolio holdings.

Number of Shares
5,363
Previous 49,974 89.27%
Holding current value
$976,870
Previous $9.1 Million 89.28%
% of portfolio
0.45%
Previous 4.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
N/A
-44,611 Reduced 89.27%
5,363 $976,000
Q4 2024

Jan 13, 2025
BUY
N/A
2,097 Added 4.38%
49,974 $9.1 Million
Q3 2024

Oct 16, 2024
BUY
$182.15 - $182.15 $8.72 Million - $8.72 Million
47,877 New
47,877 $8.72 Million

Others Institutions Holding VIG

# of Institutions
2,540
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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