Modern Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

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 47,877 shares of VIG stock, worth $8.72 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
47,877
Previous 27,219 75.9%
Holding current value
$8.72 Million
Previous $5.53 Billion 67.96%
% of portfolio
0.3%
Previous 0.19%

Shares

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

May 15, 2025
BUY
N/A
20,658 Added 75.9%
47,877 $9.29 Billion
Q4 2024

May 30, 2025
SELL
N/A
-20,698 Reduced 43.23%
27,179 $4.95 Million
Q4 2024

May 29, 2025
SELL
N/A
-20,702 Reduced 43.24%
27,175 $4.95 Million
Q4 2024

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

May 30, 2025
SELL
$182.15 - $182.15 $8.33 Million - $8.33 Million
-45,753 Reduced 95.56%
2,124 $386,000
Q3 2024

May 29, 2025
SELL
$182.15 - $182.15 $8.33 Million - $8.33 Million
-45,757 Reduced 95.57%
2,120 $386,000
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
2,540
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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