Atlantic Edge Private Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Atlantic Edge Private Wealth Management, LLC

$365 Billion
Q2 2025

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 7,578 shares of VIG stock, worth $1.38 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

7,578

Previous 7,828 3.19%

Holding current value

$1.38 Million

Previous $1.52 Billion 2.14%

% of portfolio

0.43%

Previous 0.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	N/A	-250 Reduced 3.19%	7,578 $1.55 Billion
Q1 2025 Apr 29, 2025	SELL	N/A	-534 Reduced 6.39%	7,828 $1.52 Billion
Q4 2024 Jan 29, 2025	SELL	N/A	-23 Reduced 0.27%	8,362 $1.64 Billion
Q3 2024 Nov 06, 2024	BUY	$182.15 - $182.15 $182 - $182	1 Added 0.01%	8,385 $1.66 Billion
Q1 2024 May 08, 2024	SELL	$168.47 - $182.98 $23,417 - $25,434	-139 Reduced 1.63%	8,384 $1.53 Billion
Q4 2023 Feb 08, 2024	BUY	$150.16 - $171.16 $1.28 Million - $1.46 Million	8,523 New	8,523 $1.45 Billion

Others Institutions Holding VIG

# of Institutions

2,586

Shares Held

257M

Call Options Held

478K

Put Options Held

113K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Atlantic Edge Private Wealth Management, LLC Vanguard Dividend Appreciation Transaction History