Forza Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Forza Wealth Management, LLC

$261 Billion
Q3 2025

A detailed history of Forza Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Forza Wealth Management, LLC holds 19,126 shares of VIG stock, worth $3.48 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

19,126

Previous 19,236 0.57%

Holding current value

$3.48 Million

Previous $3.94 Billion 4.83%

% of portfolio

1.58%

Previous 1.61%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	N/A	-110 Reduced 0.57%	19,126 $4.13 Billion
Q2 2025 Jul 18, 2025	SELL	N/A	-20 Reduced 0.1%	19,236 $3.94 Billion
Q1 2025 Apr 30, 2025	BUY	N/A	66 Added 0.34%	19,256 $3.74 Billion
Q4 2024 Jan 13, 2025	SELL	N/A	-156 Reduced 0.81%	19,190 $3.76 Billion
Q2 2024 Jul 17, 2024	SELL	$173.33 - $185.29 $330,366 - $353,162	-1,906 Reduced 8.97%	19,346 $3.53 Billion

Q4 2023 Jan 24, 2024	SELL	$150.16 - $171.16 $105,862 - $120,667	-705 Reduced 3.21%	21,252 $3.62 Billion
Q2 2023 Jul 25, 2023	SELL	$152.74 - $162.43 $15,274 - $16,243	-100 Reduced 0.45%	21,957 $3.57 Billion
Q1 2023 May 03, 2023	BUY	$147.24 - $158.33 $883 - $949	6 Added 0.03%	22,057 $3.4 Billion
Q4 2022 Feb 06, 2023	BUY	$144.84 - $158.71 $3.19 Million - $3.5 Million	22,051 New	22,051 $3.35 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

Ticker VIG
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Forza Wealth Management, LLC Vanguard Dividend Appreciation Transaction History