Curated Wealth Partners LLC Vanguard Dividend Appreciation Transaction History

Curated Wealth Partners LLC

  • $820 Million
  • Q4 2025

A detailed history of Curated Wealth Partners LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Curated Wealth Partners LLC holds 1,874 shares of VIG stock, worth $341,349. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,874
Previous 1,014 84.81%
Holding current value
$341,349
Previous $184,000 85.33%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Jan 12, 2026
BUY
N/A
860 Added 84.81%
1,874 $341,000
Q2 2025

Jul 28, 2025
BUY
N/A
1,014 New
1,014 $184,000
Q3 2024

Oct 04, 2024
SELL
$182.15 - $182.15 $60,109 - $60,109
-330 Reduced 11.07%
2,650 $482,000
Q2 2024

Jul 12, 2024
BUY
$173.33 - $185.29 $516,523 - $552,164
2,980 New
2,980 $543,000
Q4 2023

Jan 08, 2024
SELL
$150.16 - $171.16 $225,990 - $257,595
-1,505 Reduced 19.08%
6,382 $1.09 Million
Q3 2023

Oct 23, 2023
SELL
$155.38 - $166.95 $562,941 - $604,859
-3,623 Reduced 31.48%
7,887 $1.23 Million
Q2 2023

Jul 10, 2023
SELL
$152.74 - $162.43 $36,199 - $38,495
-237 Reduced 2.02%
11,510 $1.87 Million
Q1 2023

Apr 27, 2023
SELL
$147.24 - $158.33 $19,877 - $21,374
-135 Reduced 1.14%
11,747 $1.81 Million
Q4 2022

Jan 30, 2023
BUY
$144.84 - $158.71 $239,710 - $262,665
1,655 Added 16.18%
11,882 $1.8 Million
Q3 2022

Oct 13, 2022
BUY
N/A
815 Added 8.66%
10,227 $1.38 Million
Q2 2022

Jul 27, 2022
BUY
N/A
9,412 New
9,412 $1.35 Million

Others Institutions Holding VIG

# of Institutions
2,667
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
Track This Portfolio

Track Curated Wealth Partners LLC Portfolio

Follow Curated Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Curated Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curated Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email