Wealthquest Corp Vanguard Dividend Appreciation Transaction History

Wealthquest Corp

  • $1.04 Billion
  • Q2 2025

A detailed history of Wealthquest Corp transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealthquest Corp holds 3,353 shares of VIG stock, worth $610,748. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,353
Previous 3,519 4.72%
Holding current value
$610,748
Previous $640,000 4.69%
% of portfolio
0.06%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-166 Reduced 4.72%
3,353 $610,000
Q1 2025

May 08, 2025
BUY
N/A
3,519 New
3,519 $640,000
Q4 2024

Jan 16, 2025
SELL
N/A
-50 Reduced 1.34%
3,678 $669,000
Q2 2024

Aug 26, 2024
SELL
$173.33 - $185.29 $48,359 - $51,695
-279 Reduced 6.96%
3,728 $680,000
Q3 2023

Nov 15, 2023
SELL
$155.38 - $166.95 $3,107 - $3,339
-20 Reduced 0.5%
4,007 $622,000
Q2 2022

Aug 12, 2022
SELL
N/A
-15 Reduced 0.37%
4,027 $577,000
Q4 2021

Feb 14, 2022
BUY
N/A
500 Added 14.12%
4,042 $694,000
Q3 2021

Nov 15, 2021
BUY
N/A
275 Added 8.42%
3,542 $544,000
Q2 2021

Aug 10, 2021
BUY
N/A
150 Added 4.81%
3,267 $505,000
Q1 2021

May 13, 2021
SELL
N/A
-71 Reduced 2.23%
3,117 $458,000
Q4 2020

Feb 09, 2021
SELL
N/A
-927 Reduced 22.53%
3,188 $450,000
Q3 2020

Nov 12, 2020
BUY
N/A
2,293 Added 125.85%
4,115 $529,000
Q4 2019

Feb 18, 2020
SELL
N/A
-50 Reduced 2.67%
1,822 $227,000
Q3 2019

Oct 18, 2019
BUY
N/A
1,872 New
1,872 $223,000

Others Institutions Holding VIG

# of Institutions
2,597
Shares Held
258M
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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