True Wealth Design, LLC Vanguard Dividend Appreciation Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025

A detailed history of True Wealth Design, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, True Wealth Design, LLC holds 333 shares of VIG stock, worth $60,655. This represents 0.02% of its overall portfolio holdings.

Number of Shares
333
Previous 339 1.77%
Holding current value
$60,655
Previous $69.4 Million 3.57%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
N/A
-6 Reduced 1.77%
333 $71.9 Million
Q2 2025

Aug 06, 2025
SELL
N/A
-186 Reduced 35.43%
339 $69.4 Million
Q1 2025

May 13, 2025
BUY
N/A
425 Added 425.0%
525 $102 Million
Q3 2024

Nov 14, 2024
SELL
$182.15 - $182.15 $4,007 - $4,007
-22 Reduced 18.03%
100 $19.8 Million
Q2 2024

Aug 14, 2024
SELL
$173.33 - $185.29 $4,333 - $4,632
-25 Reduced 17.01%
122 $22.3 Million
Q2 2023

Aug 14, 2023
SELL
$152.74 - $162.43 $56,055 - $59,611
-367 Reduced 71.4%
147 $23.9 Million
Q4 2022

Feb 15, 2023
BUY
$144.84 - $158.71 $74,447 - $81,576
514 New
514 $78.1 Million

Others Institutions Holding VIG

# of Institutions
2,616
Shares Held
259M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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