Mittelman Wealth Management Vanguard Dividend Appreciation Transaction History

Mittelman Wealth Management

  • $118 Billion
  • Q2 2025

A detailed history of Mittelman Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mittelman Wealth Management holds 92,702 shares of VIG stock, worth $16.9 Million. This represents 16.02% of its overall portfolio holdings.

Number of Shares
92,702
Previous 93,934 1.31%
Holding current value
$16.9 Million
Previous $18.2 Billion 4.12%
% of portfolio
16.02%
Previous 16.44%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,571
Shares Held
219M
Call Options Held
572K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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