Diversify Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 23,245 shares of VIG stock, worth $4.23 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
23,245
Previous 26,183 11.22%
Holding current value
$4.23 Million
Previous $5.05 Billion 12.44%
% of portfolio
0.33%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
N/A
-2,938 Reduced 11.22%
23,245 $4.42 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
74 Added 0.28%
26,183 $5.05 Billion
Q3 2024

Oct 25, 2024
BUY
$182.15 - $182.15 $3.34 Million - $3.34 Million
18,349 Added 236.46%
26,109 $5.18 Billion
Q2 2024

Aug 08, 2024
BUY
$173.33 - $185.29 $1.35 Million - $1.44 Million
7,760 New
7,760 $1.41 Billion

Others Institutions Holding VIG

# of Institutions
2,572
Shares Held
220M
Call Options Held
572K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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