Jeppson Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Jeppson Wealth Management, LLC

  • $312 Million
  • Q3 2025

A detailed history of Jeppson Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 2,107 shares of VIG stock, worth $383,790. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,107
Previous 2,107 -0.0%
Holding current value
$383,790
Previous $383,000 -0.0%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Jul 15, 2025
SELL
N/A
-30 Reduced 1.4%
2,107 $383,000
Q1 2025

Apr 24, 2025
SELL
N/A
-40 Reduced 1.84%
2,137 $389,000
Q2 2024

Aug 05, 2024
SELL
$173.33 - $185.29 $4,333 - $4,632
-25 Reduced 1.14%
2,177 $397,000
Q1 2024

Apr 17, 2024
SELL
$168.47 - $182.98 $10,950 - $11,893
-65 Reduced 2.87%
2,202 $402,000
Q4 2023

Jan 11, 2024
BUY
$150.16 - $171.16 $7,508 - $8,558
50 Added 2.26%
2,267 $386,000
Q3 2023

Oct 25, 2023
SELL
$155.38 - $166.95 $776 - $834
-5 Reduced 0.23%
2,217 $344,000
Q2 2023

Jul 31, 2023
SELL
$152.74 - $162.43 $9,164 - $9,745
-60 Reduced 2.63%
2,222 $360,000
Q1 2023

Apr 27, 2023
SELL
$147.24 - $158.33 $13,546 - $14,566
-92 Reduced 3.88%
2,282 $351,000
Q4 2022

Jan 27, 2023
BUY
$144.84 - $158.71 $50,114 - $54,913
346 Added 17.06%
2,374 $0
Q3 2022

Oct 20, 2022
SELL
N/A
-123 Reduced 5.72%
2,028 $274,000
Q2 2022

Aug 03, 2022
BUY
N/A
2,151 New
2,151 $309,000

Others Institutions Holding VIG

# of Institutions
2,616
Shares Held
259M
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 Jeppson Wealth Management, LLC Portfolio

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

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email