Defined Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Defined Wealth Management, LLC

  • $155 Million
  • Q2 2025

A detailed history of Defined Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Defined Wealth Management, LLC holds 10,094 shares of VIG stock, worth $1.84 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
10,094
Previous 10,231 1.34%
Holding current value
$1.84 Million
Previous $1.86 Million 1.34%
% of portfolio
1.18%
Previous 1.3%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
N/A
-137 Reduced 1.34%
10,094 $1.84 Million
Q1 2025

Apr 16, 2025
SELL
N/A
-12 Reduced 0.12%
10,231 $1.86 Million
Q4 2024

Jan 15, 2025
SELL
N/A
-20 Reduced 0.19%
10,243 $1.87 Million
Q3 2024

Oct 31, 2024
SELL
$182.15 - $182.15 $7,286 - $7,286
-40 Reduced 0.39%
10,263 $1.87 Million
Q2 2024

Aug 05, 2024
SELL
$173.33 - $185.29 $10,746 - $11,487
-62 Reduced 0.6%
10,303 $1.88 Million
Q1 2024

Apr 15, 2024
SELL
$168.47 - $182.98 $1,010 - $1,097
-6 Reduced 0.06%
10,365 $1.89 Million
Q4 2023

Jan 09, 2024
BUY
$150.16 - $171.16 $4,654 - $5,305
31 Added 0.3%
10,371 $1.77 Million
Q3 2023

Oct 24, 2023
BUY
$155.38 - $166.95 $7,613 - $8,180
49 Added 0.48%
10,340 $1.61 Million
Q2 2023

Jul 28, 2023
BUY
$152.74 - $162.43 $179,774 - $191,180
1,177 Added 12.91%
10,291 $1.67 Million
Q1 2023

Apr 21, 2023
SELL
$147.24 - $158.33 $4.26 Million - $4.59 Million
-28,965 Reduced 76.07%
9,114 $1.4 Million
Q4 2022

Jan 23, 2023
SELL
$144.84 - $158.71 $433,795 - $475,336
-2,995 Reduced 7.29%
38,079 $0
Q3 2022

Oct 13, 2022
SELL
N/A
-1,911 Reduced 4.45%
41,074 $5.55 Million
Q2 2022

Jul 25, 2022
SELL
N/A
-619 Reduced 1.42%
42,985 $6.17 Million
Q1 2022

Apr 18, 2022
BUY
N/A
3,618 Added 9.05%
43,604 $7.07 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-1,308 Reduced 3.17%
39,986 $6.87 Million
Q3 2021

Oct 21, 2021
BUY
N/A
2,403 Added 6.18%
41,294 $6.34 Million
Q2 2021

Jul 20, 2021
SELL
N/A
-3,417 Reduced 8.08%
38,891 $6.02 Million
Q1 2021

May 18, 2021
BUY
N/A
6,982 Added 19.76%
42,308 $6.22 Million
Q4 2020

Mar 09, 2021
BUY
N/A
35,326 New
35,326 $4.99 Million

Others Institutions Holding VIG

# of Institutions
2,562
Shares Held
218M
Call Options Held
572K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
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