Modern Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Modern Wealth Management, LLC holds 27,219 shares of VIG stock, worth $4.96 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
27,219
Previous 2,124 1181.5%
Holding current value
$4.96 Million
Previous $421 Million 1214.2%
% of portfolio
0.19%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
N/A
25,095 Added 1181.5%
27,219 $5.53 Billion
Q3 2024

Nov 05, 2024
BUY
$182.15 - $182.15 $386,886 - $386,886
2,124 New
2,124 $421 Million

Others Institutions Holding VIG

# of Institutions
2,471
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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