Capital Advisors Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Capital Advisors Wealth Management, LLC

  • $691 Million
  • Q4 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 206,552 shares of VIG stock, worth $37.6 Million. This represents 5.45% of its overall portfolio holdings.

Number of Shares
206,552
Previous 199,485 3.54%
Holding current value
$37.6 Million
Previous $36.3 Million 3.54%
% of portfolio
5.45%
Previous 5.33%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
N/A
7,067 Added 3.54%
206,552 $37.6 Million
Q3 2025

Oct 15, 2025
BUY
N/A
3,316 Added 1.69%
199,485 $36.3 Million
Q2 2025

Aug 13, 2025
BUY
N/A
6,488 Added 3.42%
196,169 $35.7 Million
Q1 2025

Apr 24, 2025
BUY
N/A
29,187 Added 18.19%
189,681 $34.6 Million
Q4 2024

Jan 14, 2025
BUY
N/A
6,199 Added 4.02%
160,494 $29.2 Million
Q3 2024

Oct 15, 2024
BUY
$182.15 - $182.15 $126,594 - $126,594
695 Added 0.45%
154,295 $28.1 Million
Q2 2024

Jul 16, 2024
BUY
$173.33 - $185.29 $3.73 Million - $3.99 Million
21,543 Added 16.31%
153,600 $28 Million
Q1 2024

Apr 12, 2024
SELL
$168.47 - $182.98 $109,337 - $118,754
-649 Reduced 0.49%
132,057 $24.1 Million
Q4 2023

Jan 08, 2024
SELL
$150.16 - $171.16 $903,062 - $1.03 Million
-6,014 Reduced 4.34%
132,706 $22.6 Million
Q3 2023

Oct 10, 2023
SELL
$155.38 - $166.95 $5.04 Million - $5.42 Million
-32,438 Reduced 18.95%
138,720 $21.6 Million
Q2 2023

Jul 11, 2023
BUY
$152.74 - $162.43 $162,057 - $172,338
1,061 Added 0.62%
171,158 $27.8 Million
Q1 2023

Apr 14, 2023
BUY
$147.24 - $158.33 $653,892 - $703,143
4,441 Added 2.68%
170,097 $26.2 Million
Q4 2022

Feb 09, 2023
BUY
$144.84 - $158.71 $1.26 Million - $1.38 Million
8,702 Added 5.54%
165,656 $25.2 Million
Q3 2022

Nov 14, 2022
BUY
N/A
9,578 Added 6.5%
156,954 $21.2 Million
Q2 2022

Aug 04, 2022
BUY
N/A
22,990 Added 18.48%
147,376 $21.1 Million
Q1 2022

May 09, 2022
BUY
N/A
6,491 Added 5.51%
124,386 $20.2 Million
Q4 2021

Feb 04, 2022
BUY
N/A
4,300 Added 3.79%
117,895 $20.2 Million
Q3 2021

Nov 12, 2021
BUY
N/A
1,636 Added 1.46%
113,595 $17.4 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-6,070 Reduced 5.14%
111,959 $17.3 Million
Q1 2021

Apr 20, 2021
BUY
N/A
118,029 New
118,029 $17.4 Million

Others Institutions Holding VIG

# of Institutions
2,673
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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