Ae Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ae Wealth Management LLC holds 44,337 shares of VIG stock, worth $8.08 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

44,337

Previous 42,383 4.61%

Holding current value

$8.08 Million

Previous $7.72 Million 4.6%

% of portfolio

0.06%

Previous 0.07%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	N/A	1,954 Added 4.61%	44,337 $8.08 Million
Q2 2025 Aug 06, 2025	BUY	N/A	2,832 Added 7.16%	42,383 $7.72 Million
Q1 2025 May 06, 2025	BUY	N/A	3,921 Added 11.0%	39,551 $7.2 Million
Q4 2024 Feb 13, 2025	SELL	N/A	-3,929 Reduced 9.93%	35,630 $6.49 Million
Q3 2024 Nov 14, 2024	BUY	$182.15 - $182.15 $1.34 Million - $1.34 Million	7,345 Added 22.8%	39,559 $7.21 Million

Q2 2024 Aug 12, 2024	BUY	$173.33 - $185.29 $959,208 - $1.03 Million	5,534 Added 20.74%	32,214 $5.88 Million
Q1 2024 May 15, 2024	SELL	$168.47 - $182.98 $16.7 Million - $18.1 Million	-99,016 Reduced 78.77%	26,680 $4.87 Million
Q4 2023 Feb 14, 2024	BUY	$150.16 - $171.16 $3.68 Million - $4.19 Million	24,491 Added 24.2%	125,696 $21.4 Million
Q3 2023 Oct 11, 2023	SELL	$155.38 - $166.95 $2.02 Million - $2.17 Million	-12,982 Reduced 11.37%	101,205 $15.7 Million
Q2 2023 Jul 10, 2023	BUY	$152.74 - $162.43 $3.39 Million - $3.61 Million	22,218 Added 24.16%	114,187 $18.5 Million
Q1 2023 Apr 14, 2023	BUY	$147.24 - $158.33 $707,340 - $760,617	4,804 Added 5.51%	91,969 $14.2 Million
Q4 2022 Jan 31, 2023	SELL	$144.84 - $158.71 $2.73 Million - $2.99 Million	-18,849 Reduced 17.78%	87,165 $13.2 Million
Q3 2022 Oct 25, 2022	BUY	N/A	14,213 Added 15.48%	106,014 $14.3 Million
Q2 2022 Aug 03, 2022	SELL	N/A	-18,611 Reduced 16.86%	91,801 $13.2 Million
Q1 2022 Apr 18, 2022	SELL	N/A	-313,590 Reduced 73.96%	110,412 $17.9 Million
Q4 2021 Jan 20, 2022	BUY	N/A	296,662 Added 232.97%	424,002 $72.8 Million
Q3 2021 Nov 01, 2021	SELL	N/A	-229,494 Reduced 64.31%	127,340 $19.6 Million
Q2 2021 Jul 21, 2021	BUY	N/A	280,995 Added 370.52%	356,834 $55.2 Million
Q1 2021 Apr 27, 2021	BUY	N/A	3,617 Added 5.01%	75,839 $11.2 Million
Q4 2020 Feb 01, 2021	BUY	N/A	1,999 Added 2.85%	72,222 $10.2 Million
Q3 2020 Nov 06, 2020	SELL	N/A	-94,966 Reduced 57.49%	70,223 $9.04 Million
Q2 2020 Aug 05, 2020	BUY	N/A	97,666 Added 144.64%	165,189 $19.4 Million
Q1 2020 May 07, 2020	SELL	N/A	-23,480 Reduced 25.8%	67,523 $6.98 Million
Q4 2019 Jan 15, 2020	BUY	N/A	34,630 Added 61.43%	91,003 $11.3 Million
Q3 2019 Nov 05, 2019	BUY	N/A	9,802 Added 21.05%	56,373 $6.74 Million
Q2 2019 Jul 22, 2019	SELL	N/A	-19,029 Reduced 29.01%	46,571 $5.36 Million
Q1 2019 May 14, 2019	BUY	N/A	40,634 Added 162.76%	65,600 $7.19 Million
Q4 2018 Feb 15, 2019	SELL	N/A	-4,251 Reduced 14.55%	24,966 $2.45 Million
Q3 2018 Nov 14, 2018	BUY	N/A	3,955 Added 15.66%	29,217 $3.23 Million
Q2 2018 Aug 15, 2018	BUY	N/A	2,287 Added 9.95%	25,262 $2.57 Million
Q1 2018 May 14, 2018	BUY	N/A	6,614 Added 40.43%	22,975 $2.32 Million
Q4 2017 Feb 06, 2018	SELL	N/A	-1,887 Reduced 10.34%	16,361 $1.67 Million
Q3 2017 Nov 08, 2017	SELL	N/A	-699 Reduced 3.69%	18,248 $1.73 Million
Q2 2017 Aug 14, 2017	BUY	N/A	18,947	18,947 $1.76 Million

Others Institutions Holding VIG

# of Institutions

2,657

Shares Held

226M

Call Options Held

502K

Put Options Held

109K

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Ae Wealth Management LLC Vanguard Dividend Appreciation Transaction History