Destination Wealth Management Vanguard Dividend Appreciation Transaction History

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025

A detailed history of Destination Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Destination Wealth Management holds 2,940 shares of VIG stock, worth $535,521. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,940
Previous 3,097 5.07%
Holding current value
$535,521
Previous $564,000 5.14%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 14, 2025
SELL
N/A
-157 Reduced 5.07%
2,940 $535,000
Q1 2025

May 15, 2025
BUY
N/A
200 Added 6.9%
3,097 $564,000
Q4 2024

Feb 06, 2025
SELL
N/A
-21 Reduced 0.72%
2,897 $527,000
Q3 2024

Nov 25, 2024
BUY
$182.15 - $182.15 $546 - $546
3 Added 0.1%
2,918 $531,000
Q2 2024

Jul 24, 2024
SELL
$173.33 - $185.29 $69,505 - $74,301
-401 Reduced 12.09%
2,915 $532,000
Q1 2024

May 14, 2024
BUY
$168.47 - $182.98 $336 - $365
2 Added 0.06%
3,316 $605,000
Q4 2023

Feb 13, 2024
SELL
$150.16 - $171.16 $8,108 - $9,242
-54 Reduced 1.6%
3,314 $564,000
Q3 2023

Nov 14, 2023
SELL
$155.38 - $166.95 $10,255 - $11,018
-66 Reduced 1.92%
3,368 $523,000
Q2 2023

Aug 11, 2023
SELL
$152.74 - $162.43 $51,473 - $54,738
-337 Reduced 8.94%
3,434 $557,000
Q1 2023

May 05, 2023
BUY
$147.24 - $158.33 $114,994 - $123,655
781 Added 26.12%
3,771 $580,000
Q4 2022

Feb 10, 2023
SELL
$144.84 - $158.71 $79,806 - $87,449
-551 Reduced 15.56%
2,990 $454,000
Q3 2022

Nov 10, 2022
BUY
N/A
24 Added 0.68%
3,541 $479,000
Q2 2022

Jul 29, 2022
SELL
N/A
-500 Reduced 12.45%
3,517 $505,000
Q1 2022

May 12, 2022
BUY
N/A
913 Added 29.41%
4,017 $651,000
Q4 2021

Feb 04, 2022
SELL
N/A
-329 Reduced 9.58%
3,104 $533,000
Q3 2021

Oct 25, 2021
BUY
N/A
284 Added 9.02%
3,433 $527,000
Q2 2021

Aug 13, 2021
BUY
N/A
1,456 Added 86.0%
3,149 $487,000
Q1 2021

May 05, 2021
SELL
N/A
-1,287 Reduced 43.19%
1,693 $249,000
Q4 2020

Feb 11, 2021
BUY
N/A
1,157 Added 63.47%
2,980 $421,000
Q3 2020

Nov 12, 2020
SELL
N/A
-457 Reduced 20.04%
1,823 $235,000
Q2 2020

Aug 14, 2020
SELL
N/A
-409 Reduced 15.21%
2,280 $267,000
Q1 2020

May 13, 2020
BUY
N/A
97 Added 3.74%
2,689 $278,000
Q4 2019

Feb 12, 2020
BUY
N/A
2,592 New
2,592 $323,000
Q3 2019

Nov 13, 2019
SELL
N/A
-638 Closed
0 $0
Q2 2019

Jul 19, 2019
SELL
N/A
-793 Reduced 55.42%
638 $73,000
Q1 2019

May 01, 2019
BUY
N/A
715 Added 99.86%
1,431 $157,000
Q4 2018

Feb 05, 2019
BUY
N/A
6 Added 0.85%
716 $70,000
Q3 2018

Nov 07, 2018
BUY
N/A
128 Added 21.99%
710 $79,000
Q2 2018

Jul 31, 2018
BUY
N/A
39 Added 7.18%
582 $59,000
Q1 2018

Apr 05, 2018
BUY
N/A
543 New
543 $55,000
Q3 2017

Nov 09, 2017
SELL
N/A
-2,388 Closed
0 $0
Q2 2017

Aug 11, 2017
BUY
N/A
2,388
2,388 $221,000

Others Institutions Holding VIG

# of Institutions
2,610
Shares Held
258M
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
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email