Caliber Wealth Management, LLC / Ks Vanguard Dividend Appreciation Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 3,226 shares of VIG stock, worth $587,615. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,226
Previous 3,461 6.79%
Holding current value
$587,615
Previous $708 Million 1.71%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 05, 2025
SELL
N/A
-235 Reduced 6.79%
3,226 $696 Million
Q2 2025

Jul 30, 2025
BUY
N/A
542 Added 18.57%
3,461 $708 Million
Q1 2025

May 06, 2025
BUY
N/A
2,919 New
2,919 $566 Million

Others Institutions Holding VIG

# of Institutions
2,660
Shares Held
226M
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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