Ritholtz Wealth Management Vanguard Dividend Appreciation Transaction History

Ritholtz Wealth Management

$4.45 Billion
Q2 2025

A detailed history of Ritholtz Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ritholtz Wealth Management holds 13,156 shares of VIG stock, worth $2.4 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,156

Previous 13,088 0.52%

Holding current value

$2.4 Million

Previous $2.38 Million 0.55%

% of portfolio

0.05%

Previous 0.07%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	N/A	68 Added 0.52%	13,156 $2.4 Million
Q1 2025 Apr 16, 2025	SELL	N/A	-26 Reduced 0.2%	13,088 $2.38 Million
Q4 2024 Jan 14, 2025	BUY	N/A	1,760 Added 15.5%	13,114 $2.39 Million
Q3 2024 Oct 10, 2024	SELL	$182.15 - $182.15 $116,393 - $116,393	-639 Reduced 5.33%	11,354 $2.07 Million
Q2 2024 Jul 31, 2024	SELL	$173.33 - $185.29 $44,372 - $47,434	-256 Reduced 2.09%	11,993 $2.19 Million
Q1 2024 Apr 24, 2024	BUY	$168.47 - $182.98 $147,748 - $160,473	877 Added 7.71%	12,249 $2.24 Million
Q4 2023 Jan 18, 2024	SELL	$150.16 - $171.16 $65,770 - $74,968	-438 Reduced 3.71%	11,372 $1.94 Million
Q3 2023 Oct 13, 2023	BUY	$155.38 - $166.95 $65,725 - $70,619	423 Added 3.71%	11,810 $1.84 Million
Q2 2023 Jul 14, 2023	BUY	$152.74 - $162.43 $256,603 - $272,882	1,680 Added 17.31%	11,387 $1.85 Million
Q1 2023 Apr 19, 2023	SELL	$147.24 - $158.33 $471,756 - $507,289	-3,204 Reduced 24.82%	9,707 $1.49 Million
Q4 2022 Jan 18, 2023	SELL	$144.84 - $158.71 $368,328 - $403,599	-2,543 Reduced 16.46%	12,911 $0
Q3 2022 Oct 18, 2022	BUY	N/A	2,085 Added 15.6%	15,454 $2.09 Million
Q2 2022 Jul 15, 2022	BUY	N/A	127 Added 0.96%	13,369 $1.92 Million
Q1 2022 Apr 14, 2022	SELL	N/A	-48 Reduced 0.36%	13,242 $2.15 Million
Q4 2021 Jan 18, 2022	BUY	N/A	162 Added 1.23%	13,290 $2.28 Million
Q3 2021 Oct 14, 2021	BUY	N/A	276 Added 2.15%	13,128 $2.02 Million
Q2 2021 Jul 20, 2021	BUY	N/A	354 Added 2.83%	12,852 $1.99 Million
Q1 2021 May 12, 2021	SELL	N/A	-2,048 Reduced 14.08%	12,498 $1.84 Million
Q3 2020 Oct 23, 2020	BUY	N/A	9,440 Added 184.88%	14,546 $1.87 Million
Q2 2020 Jul 15, 2020	BUY	N/A	40 Added 0.79%	5,106 $598,000
Q1 2020 Apr 09, 2020	SELL	N/A	-804 Reduced 13.7%	5,066 $524,000
Q4 2019 Jan 17, 2020	SELL	N/A	-132 Reduced 2.2%	5,870 $732,000
Q3 2019 Oct 17, 2019	BUY	N/A	465 Added 8.4%	6,002 $718,000
Q2 2019 Jul 15, 2019	SELL	N/A	-190 Reduced 3.32%	5,537 $638,000
Q1 2019 Apr 12, 2019	SELL	N/A	-551 Reduced 8.78%	5,727 $628,000
Q4 2018 Jan 18, 2019	BUY	N/A	537 Added 9.35%	6,278 $615,000
Q3 2018 Oct 12, 2018	SELL	N/A	-33 Reduced 0.57%	5,741 $636,000
Q2 2018 Jul 12, 2018	SELL	N/A	-103 Reduced 1.75%	5,774 $587,000
Q1 2018 Apr 17, 2018	SELL	N/A	-9,667 Reduced 62.19%	5,877 $594,000
Q4 2017 Jan 23, 2018	BUY	N/A	1,081 Added 7.47%	15,544 $1.59 Million
Q3 2017 Oct 17, 2017	BUY	N/A	14,463	14,463 $1.37 Million

Others Institutions Holding VIG

# of Institutions

2,586

Shares Held

257M

Call Options Held

478K

Put Options Held

113K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Account

Ritholtz Wealth Management Vanguard Dividend Appreciation Transaction History