Level Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Level Wealth Management LLC

  • $172 Billion
  • Q2 2025

A detailed history of Level Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Level Wealth Management LLC holds 1,791 shares of VIG stock, worth $326,230. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,791
Previous 1,791 -0.0%
Holding current value
$326,230
Previous $347 Million 5.51%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Apr 28, 2025
SELL
N/A
-72 Reduced 3.86%
1,791 $347 Million
Q4 2024

Jan 24, 2025
BUY
N/A
1,863 New
1,863 $365 Million

Others Institutions Holding VIG

# of Institutions
2,571
Shares Held
256M
Call Options Held
548K
Put Options Held
127K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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