Institute For Wealth Management, Llc. Vanguard Dividend Appreciation Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,364 shares of VIG stock, worth $1.34 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,364
Previous 5,359 37.41%
Holding current value
$1.34 Million
Previous $976,000 37.4%
% of portfolio
0.14%
Previous 0.11%

Shares

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

Oct 17, 2025
BUY
N/A
2,005 Added 37.41%
7,364 $1.34 Million
Q2 2025

Jul 18, 2025
BUY
N/A
3 Added 0.06%
5,359 $976,000
Q1 2025

Apr 21, 2025
SELL
N/A
-124 Reduced 2.26%
5,356 $975,000
Q4 2024

Jan 23, 2025
SELL
N/A
-37 Reduced 0.67%
5,480 $998,000
Q3 2024

Nov 12, 2024
BUY
$182.15 - $182.15 $26,776 - $26,776
147 Added 2.74%
5,517 $1 Million
Q2 2024

Jul 25, 2024
SELL
$173.33 - $185.29 $50,785 - $54,289
-293 Reduced 5.17%
5,370 $980,000
Q1 2024

Apr 30, 2024
SELL
$168.47 - $182.98 $16,004 - $17,383
-95 Reduced 1.65%
5,663 $1.03 Million
Q4 2023

Jan 31, 2024
SELL
$150.16 - $171.16 $8,709 - $9,927
-58 Reduced 1.0%
5,758 $981,000
Q3 2023

Oct 13, 2023
SELL
$155.38 - $166.95 $36,048 - $38,732
-232 Reduced 3.84%
5,816 $903,000
Q2 2023

Jul 25, 2023
BUY
$152.74 - $162.43 $32,839 - $34,922
215 Added 3.69%
6,048 $982,000
Q1 2023

Apr 20, 2023
BUY
$147.24 - $158.33 $40,932 - $44,015
278 Added 5.0%
5,833 $898,000
Q4 2022

Feb 02, 2023
BUY
$144.84 - $158.71 $16,511 - $18,092
114 Added 2.1%
5,555 $843,000
Q3 2022

Oct 18, 2022
SELL
N/A
-788 Reduced 12.65%
5,441 $735,000
Q2 2022

Jul 25, 2022
SELL
N/A
-62 Reduced 0.99%
6,229 $894,000
Q1 2022

Apr 29, 2022
SELL
N/A
-56 Reduced 0.88%
6,291 $1.02 Million
Q4 2021

Jan 21, 2022
SELL
N/A
-292 Reduced 4.4%
6,347 $1.09 Million
Q3 2021

Nov 15, 2021
BUY
N/A
218 Added 3.4%
6,639 $1.02 Million
Q2 2021

Jul 21, 2021
BUY
N/A
4 Added 0.06%
6,421 $994,000
Q1 2021

May 04, 2021
BUY
N/A
2 Added 0.03%
6,417 $944,000
Q4 2020

Feb 01, 2021
BUY
N/A
317 Added 5.2%
6,415 $906,000
Q3 2020

Nov 03, 2020
BUY
N/A
172 Added 2.9%
6,098 $785,000
Q2 2020

Jul 30, 2020
BUY
N/A
494 Added 9.09%
5,926 $694,000
Q1 2020

Apr 29, 2020
BUY
N/A
655 Added 13.71%
5,432 $562,000
Q4 2019

Feb 27, 2020
BUY
N/A
4,182 Added 702.86%
4,777 $595,000
Q4 2019

Jan 27, 2020
SELL
N/A
-4,380 Reduced 88.04%
595 $595,000
Q3 2019

Oct 28, 2019
SELL
N/A
-15 Reduced 0.3%
4,975 $595,000
Q2 2019

Aug 02, 2019
BUY
N/A
760 Added 17.97%
4,990 $575,000
Q1 2019

May 15, 2019
BUY
N/A
4,230 New
4,230 $464,000
Q4 2018

Feb 08, 2019
SELL
N/A
-11,694 Closed
0 $0
Q3 2018

Oct 29, 2018
SELL
N/A
-5,380 Reduced 31.51%
11,694 $1.3 Million
Q2 2018

Aug 10, 2018
BUY
N/A
3,962 Added 30.22%
17,074 $1.73 Million
Q1 2018

May 15, 2018
SELL
N/A
-9,994 Reduced 43.25%
13,112 $1.32 Million
Q4 2017

Feb 12, 2018
BUY
N/A
871 Added 3.92%
23,106 $2.39 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-51 Reduced 0.23%
22,235 $2.11 Million
Q2 2017

Aug 14, 2017
BUY
N/A
22,286
22,286 $2.06 Million

Others Institutions Holding VIG

# of Institutions
2,612
Shares Held
259M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
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More about VIG
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