A detailed history of Icapital Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Icapital Wealth LLC holds 14,700 shares of VIG stock, worth $2.68 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
14,700
Previous 4,773 207.98%
Holding current value
$2.68 Million
Previous $871,000 207.35%
% of portfolio
1.53%
Previous 0.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$182.15 - $182.15 $1.81 Million - $1.81 Million
9,927 Added 207.98%
14,700 $2.68 Million
Q2 2024

Aug 02, 2024

BUY
$173.33 - $185.29 $413,565 - $442,101
2,386 Added 99.96%
4,773 $871,000
Q1 2024

May 03, 2024

BUY
$168.47 - $182.98 $402,137 - $436,773
2,387 New
2,387 $435,000

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Icapital Wealth LLC Portfolio

Follow Icapital Wealth 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 Icapital Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icapital Wealth LLC with notifications on news.