High Mark Wealth Management LLC Vanguard Dividend Appreciation Transaction History

High Mark Wealth Management LLC

  • $217 Million
  • Q3 2025

A detailed history of High Mark Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, High Mark Wealth Management LLC holds 210 shares of VIG stock, worth $38,251. This represents 0.02% of its overall portfolio holdings.

Number of Shares
210
Previous 209 0.48%
Holding current value
$38,251
Previous $38,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 20, 2025
BUY
N/A
1 Added 0.48%
210 $38,000
Q2 2025

Jul 21, 2025
BUY
N/A
24 Added 12.97%
209 $38,000
Q1 2025

Apr 23, 2025
BUY
N/A
1 Added 0.54%
185 $33,000
Q4 2024

Jan 31, 2025
BUY
N/A
2 Added 1.1%
184 $33,000
Q3 2024

Oct 17, 2024
SELL
$182.15 - $182.15 $364 - $364
-2 Reduced 1.09%
182 $33,000
Q2 2024

Jul 29, 2024
BUY
$173.33 - $185.29 $25,132 - $26,867
145 Added 371.79%
184 $33,000
Q4 2023

Jan 22, 2024
BUY
$150.16 - $171.16 $5,856 - $6,675
39 New
39 $6,000

Others Institutions Holding VIG

# of Institutions
2,653
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track High Mark Wealth Management LLC Portfolio

Follow High Mark Wealth Management LLC 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 High Mark Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Mark Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email