Aries Wealth Management Vanguard Dividend Appreciation Transaction History

Aries Wealth Management

$409 Million
Q3 2025

A detailed history of Aries Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Aries Wealth Management holds 6,826 shares of VIG stock, worth $1.24 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

6,826

Previous 6,836 0.15%

Holding current value

$1.24 Million

Previous $1.25 Million 0.16%

% of portfolio

0.3%

Previous 0.33%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	N/A	-10 Reduced 0.15%	6,826 $1.24 Million
Q2 2025 Jul 28, 2025	SELL	N/A	-2,357 Reduced 25.64%	6,836 $1.25 Million
Q1 2025 Apr 16, 2025	BUY	N/A	89 Added 0.98%	9,193 $1.67 Million
Q4 2024 Jan 29, 2025	SELL	N/A	-2,052 Reduced 18.39%	9,104 $1.66 Million
Q3 2024 Oct 31, 2024	BUY	$182.15 - $182.15 $47,905 - $47,905	263 Added 2.41%	11,156 $2.03 Million

Q2 2024 Jul 25, 2024	BUY	$173.33 - $185.29 $6,066 - $6,485	35 Added 0.32%	10,893 $1.99 Million
Q1 2024 May 02, 2024	SELL	$168.47 - $182.98 $10,276 - $11,161	-61 Reduced 0.56%	10,858 $1.98 Million
Q4 2023 Jan 10, 2024	BUY	$150.16 - $171.16 $1,051 - $1,198	7 Added 0.06%	10,919 $1.86 Million
Q3 2023 Oct 19, 2023	BUY	$155.38 - $166.95 $31,542 - $33,890	203 Added 1.9%	10,912 $1.7 Million
Q2 2023 Jul 13, 2023	SELL	$152.74 - $162.43 $102,488 - $108,990	-671 Reduced 5.9%	10,709 $1.74 Million
Q1 2023 Apr 11, 2023	SELL	$147.24 - $158.33 $21,497 - $23,116	-146 Reduced 1.27%	11,380 $1.75 Million
Q4 2022 Jan 18, 2023	BUY	$144.84 - $158.71 $504,332 - $552,628	3,482 Added 43.29%	11,526 $0
Q3 2022 Nov 02, 2022	BUY	N/A	1,807 Added 28.97%	8,044 $1.2 Million
Q2 2022 Jul 27, 2022	BUY	N/A	6,237 New	6,237 $895,000
Q1 2022 Apr 25, 2022	SELL	N/A	-5,805 Closed	0 $0
Q4 2021 Jun 06, 2022	SELL	N/A	-34,830 Reduced 85.71%	5,805 $997,000
Q4 2021 Jan 18, 2022	BUY	N/A	34,877 Added 605.71%	40,635 $6.98 Million
Q3 2021 Oct 13, 2021	BUY	N/A	22 Added 0.38%	5,758 $884,000
Q2 2021 Jul 14, 2021	BUY	N/A	96 Added 1.7%	5,736 $888,000
Q1 2021 Apr 20, 2021	BUY	N/A	123 Added 2.23%	5,640 $850,000
Q4 2020 Jan 22, 2021	BUY	N/A	231 Added 4.37%	5,517 $788,000
Q3 2020 Oct 14, 2020	BUY	N/A	5,286 New	5,286 $680,000

Others Institutions Holding VIG

# of Institutions

2,661

Shares Held

226M

Call Options Held

502K

Put Options Held

109K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Aries Wealth Management Vanguard Dividend Appreciation Transaction History