Epg Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Epg Wealth Management LLC

  • $363 Billion
  • Q3 2025

A detailed history of Epg Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,339 shares of VIG stock, worth $243,898. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,339
Previous 1,384 3.25%
Holding current value
$243,898
Previous $283 Million 2.01%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 03, 2025
SELL
N/A
-45 Reduced 3.25%
1,339 $289 Million
Q1 2025

May 13, 2025
SELL
N/A
-44 Reduced 3.08%
1,384 $269 Million
Q4 2024

Feb 14, 2025
SELL
N/A
-678 Reduced 32.19%
1,428 $280 Million
Q3 2024

Nov 13, 2024
BUY
$182.15 - $182.15 $383,607 - $383,607
2,106 New
2,106 $417 Million
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $473,884 - $506,582
-2,734 Closed
0 $0
Q1 2024

May 14, 2024
SELL
$168.47 - $182.98 $5,896 - $6,404
-35 Reduced 1.26%
2,734 $499,000
Q4 2023

Feb 14, 2024
BUY
$150.16 - $171.16 $44,447 - $50,663
296 Added 11.97%
2,769 $471,000
Q3 2023

Nov 13, 2023
BUY
$155.38 - $166.95 $621 - $667
4 Added 0.16%
2,473 $384,000
Q2 2023

Aug 15, 2023
BUY
$152.74 - $162.43 $30,548 - $32,486
200 Added 8.81%
2,469 $401,000
Q1 2023

May 15, 2023
BUY
$147.24 - $158.33 $6,036 - $6,491
41 Added 1.84%
2,269 $349,000
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $15,497 - $16,981
107 Added 5.04%
2,228 $338,000
Q3 2022

Nov 15, 2022
BUY
N/A
4 Added 0.19%
2,121 $287,000
Q2 2022

Aug 15, 2022
SELL
N/A
-201 Reduced 8.67%
2,117 $304,000
Q1 2022

May 10, 2022
BUY
N/A
527 Added 29.42%
2,318 $376,000
Q4 2021

Feb 14, 2022
BUY
N/A
4 Added 0.22%
1,791 $308,000
Q3 2021

Nov 15, 2021
BUY
N/A
4 Added 0.22%
1,787 $274,000
Q2 2021

Aug 09, 2021
SELL
N/A
-95 Reduced 5.06%
1,783 $276,000
Q1 2021

May 10, 2021
BUY
N/A
153 Added 8.87%
1,878 $276,000
Q4 2020

Jan 29, 2021
BUY
N/A
57 Added 3.42%
1,725 $244,000
Q3 2020

Nov 02, 2020
BUY
N/A
1,668 New
1,668 $215,000
Q2 2020

Aug 06, 2020
SELL
N/A
-1,836 Closed
0 $0
Q1 2020

May 05, 2020
SELL
N/A
-370 Reduced 16.77%
1,836 $190,000
Q4 2019

Feb 14, 2020
BUY
N/A
2,206 New
2,206 $275,000

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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