Wealth Management Strategies, Inc. Vanguard Dividend Appreciation Transaction History

Wealth Management Strategies, Inc.

  • $195 Million
  • Q3 2025

A detailed history of Wealth Management Strategies, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 2,609 shares of VIG stock, worth $475,229. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,609
Previous 3,017 13.52%
Holding current value
$475,229
Previous $549,000 13.48%
% of portfolio
0.24%
Previous 0.38%

Shares

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

Nov 17, 2025
SELL
N/A
-408 Reduced 13.52%
2,609 $475,000
Q1 2025

May 15, 2025
BUY
N/A
15 Added 0.5%
3,017 $549,000
Q4 2024

Feb 20, 2025
BUY
N/A
3,002 New
3,002 $546,000

Others Institutions Holding VIG

# of Institutions
2,655
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Wealth Management Strategies, Inc. Portfolio

Follow Wealth Management Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealth Management Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email