Mittelman Wealth Management Vanguard Dividend Appreciation Transaction History

Mittelman Wealth Management

$153 Billion
Q3 2025

A detailed history of Mittelman Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mittelman Wealth Management holds 103,857 shares of VIG stock, worth $18.9 Million. This represents 14.67% of its overall portfolio holdings.

Number of Shares

103,857

Previous 92,702 12.03%

Holding current value

$18.9 Million

Previous $19 Billion 18.12%

% of portfolio

14.67%

Previous 16.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	N/A	11,155 Added 12.03%	103,857 $22.4 Billion
Q2 2025 Aug 08, 2025	SELL	N/A	-1,232 Reduced 1.31%	92,702 $19 Billion
Q1 2025 May 15, 2025	BUY	N/A	4,818 Added 5.41%	93,934 $18.2 Billion
Q4 2024 Feb 18, 2025	SELL	N/A	-75,546 Reduced 45.88%	89,116 $17.5 Billion
Q3 2024 Nov 15, 2024	BUY	$182.15 - $182.15 $9.66 Million - $9.66 Million	53,041 Added 47.52%	164,662 $32.6 Billion
Q2 2024 Aug 12, 2024	BUY	$173.33 - $185.29 $1.17 Million - $1.25 Million	6,749 Added 6.44%	111,621 $20.4 Billion
Q1 2024 May 06, 2024	BUY	$168.47 - $182.98 $17.7 Million - $19.2 Million	104,872 New	104,872 $19.2 Billion

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

Ticker VIG
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Mittelman Wealth Management Vanguard Dividend Appreciation Transaction History