Axxcess Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 15,391 shares of VIG stock, worth $2.8 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

15,391

Previous 14,950 2.95%

Holding current value

$2.8 Million

Previous $2.72 Million 2.94%

% of portfolio

0.08%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	N/A	441 Added 2.95%	15,391 $2.8 Million
Q4 2024 Feb 10, 2025	BUY	N/A	2,831 Added 23.36%	14,950 $2.72 Million
Q3 2024 Nov 04, 2024	SELL	$182.15 - $182.15 $5,828 - $5,828	-32 Reduced 0.26%	12,119 $2.21 Million
Q2 2024 Aug 09, 2024	BUY	$173.33 - $185.29 $422,405 - $451,551	2,437 Added 25.09%	12,151 $2.22 Million
Q1 2024 May 14, 2024	SELL	$168.47 - $182.98 $9,771 - $10,612	-58 Reduced 0.59%	9,714 $1.77 Million
Q4 2023 Feb 06, 2024	SELL	$150.16 - $171.16 $1.7 Million - $1.93 Million	-11,302 Reduced 53.63%	9,772 $1.67 Million
Q3 2023 Nov 14, 2023	BUY	$155.38 - $166.95 $1.49 Million - $1.6 Million	9,608 Added 83.8%	21,074 $3.27 Million
Q2 2023 Aug 08, 2023	BUY	$152.74 - $162.43 $976,008 - $1.04 Million	6,390 Added 125.89%	11,466 $1.86 Million
Q1 2023 May 03, 2023	SELL	$147.24 - $158.33 $351,903 - $378,408	-2,390 Reduced 32.01%	5,076 $781,000
Q4 2022 Feb 14, 2023	SELL	$144.84 - $158.71 $644,538 - $706,259	-4,450 Reduced 37.34%	7,466 $1.13 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-1,162 Reduced 8.89%	11,916 $1.61 Million
Q2 2022 Aug 11, 2022	BUY	N/A	7,038 Added 116.52%	13,078 $1.88 Million
Q1 2022 Aug 11, 2022	SELL	N/A	-99 Reduced 1.61%	6,040 $979,000
Q4 2021 Aug 11, 2022	BUY	N/A	6,139 New	6,139 $1.05 Million

Others Institutions Holding VIG

# of Institutions

2,542

Shares Held

218M

Call Options Held

615K

Put Options Held

134K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Account

Axxcess Wealth Management, LLC Vanguard Dividend Appreciation Transaction History