Zrc Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Zrc Wealth Management, LLC

  • $278 Billion
  • Q3 2025

A detailed history of Zrc Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 695 shares of VIG stock, worth $126,594. This represents 0.05% of its overall portfolio holdings.

Number of Shares
695
Previous 705 1.42%
Holding current value
$126,594
Previous $144 Million 3.94%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 14, 2025
SELL
N/A
-10 Reduced 1.42%
695 $150 Million
Q1 2025

Apr 09, 2025
SELL
N/A
-698 Reduced 49.75%
705 $137 Million
Q4 2024

Jan 28, 2025
BUY
N/A
12 Added 0.86%
1,403 $275 Million
Q3 2024

Oct 04, 2024
BUY
$182.15 - $182.15 $1,275 - $1,275
7 Added 0.51%
1,391 $276 Million
Q1 2024

Apr 19, 2024
BUY
$168.47 - $182.98 $3,369 - $3,659
20 Added 1.47%
1,384 $253 Million
Q3 2023

Oct 10, 2023
BUY
$155.38 - $166.95 $932 - $1,001
6 Added 0.44%
1,364 $212 Million
Q1 2023

May 04, 2023
BUY
$147.24 - $158.33 $199,951 - $215,012
1,358 New
1,358 $209 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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