Accurate Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 2025

A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 4,243 shares of VIG stock, worth $772,862. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,243
Previous 1,231 244.68%
Holding current value
$772,862
Previous $224,000 244.64%
% of portfolio
0.12%
Previous 0.04%

Shares

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

Oct 20, 2025
BUY
N/A
3,012 Added 244.68%
4,243 $772,000
Q2 2025

Jul 15, 2025
SELL
N/A
-1 Reduced 0.08%
1,231 $224,000
Q1 2025

Apr 14, 2025
BUY
N/A
134 Added 12.2%
1,232 $224,000
Q4 2024

Jan 14, 2025
SELL
N/A
-4 Reduced 0.36%
1,098 $200,000
Q3 2024

Oct 17, 2024
SELL
$182.15 - $182.15 $13,843 - $13,843
-76 Reduced 6.45%
1,102 $200,000
Q2 2024

Jul 17, 2024
SELL
$173.33 - $185.29 $27,732 - $29,646
-160 Reduced 11.96%
1,178 $215,000
Q1 2024

Apr 22, 2024
BUY
$168.47 - $182.98 $225,412 - $244,827
1,338 New
1,338 $244,000
Q1 2023

Apr 13, 2023
SELL
$147.24 - $158.33 $736 - $791
-5 Reduced 0.35%
1,424 $219,000
Q4 2022

Jan 11, 2023
SELL
$144.84 - $158.71 $169,607 - $185,849
-1,171 Reduced 45.04%
1,429 $0
Q3 2022

Nov 14, 2022
BUY
N/A
908 Added 53.66%
2,600 $363,000
Q2 2022

Aug 04, 2022
BUY
N/A
38 Added 2.3%
1,692 $247,000
Q1 2022

May 10, 2022
BUY
N/A
10 Added 0.61%
1,654 $268,000
Q3 2021

Oct 22, 2021
BUY
N/A
241 Added 17.18%
1,644 $260,000
Q2 2021

Aug 25, 2021
BUY
N/A
1,403 New
1,403 $217,000

Others Institutions Holding VIG

# of Institutions
2,659
Shares Held
226M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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