Axis Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 16,174 shares of VIG stock, worth $2.95 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
16,174
Previous 15,471 4.54%
Holding current value
$2.95 Million
Previous $3.17 Billion 10.23%
% of portfolio
2.04%
Previous 2.08%

Shares

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

Oct 24, 2025
BUY
N/A
703 Added 4.54%
16,174 $3.49 Billion
Q2 2025

Jul 15, 2025
SELL
N/A
-418 Reduced 2.63%
15,471 $3.17 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
997 Added 6.69%
15,889 $3.08 Billion
Q4 2024

Feb 07, 2025
BUY
N/A
14,892 New
14,892 $2.92 Billion

Others Institutions Holding VIG

# of Institutions
2,616
Shares Held
259M
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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