Barnes Wealth Management Group, Inc Vanguard Dividend Appreciation Transaction History

Barnes Wealth Management Group, Inc

  • $182 Billion
  • Q3 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 5,506 shares of VIG stock, worth $1 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
5,506
Previous 5,590 1.5%
Holding current value
$1 Million
Previous $1.14 Billion 3.85%
% of portfolio
0.65%
Previous 0.68%

Shares

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

Nov 14, 2025
SELL
N/A
-84 Reduced 1.5%
5,506 $1.19 Billion
Q2 2025

Aug 27, 2025
SELL
N/A
-291 Reduced 4.95%
5,590 $1.14 Billion
Q1 2025

May 14, 2025
BUY
N/A
177 Added 3.1%
5,881 $1.14 Billion
Q4 2024

May 12, 2025
BUY
N/A
5,704 New
5,704 $1.12 Billion

Others Institutions Holding VIG

# of Institutions
2,654
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
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