Icapital Wealth LLC Vanguard Dividend Appreciation Transaction History

Icapital Wealth LLC

  • $175 Million
  • Q3 2025

A detailed history of Icapital Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Icapital Wealth LLC holds 19,012 shares of VIG stock, worth $3.46 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
19,012
Previous 19,675 3.37%
Holding current value
$3.46 Million
Previous $3.58 Million 3.35%
% of portfolio
1.98%
Previous 2.15%

Shares

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

Nov 07, 2025
SELL
N/A
-663 Reduced 3.37%
19,012 $3.46 Million
Q2 2025

Aug 13, 2025
BUY
N/A
590 Added 3.09%
19,675 $3.58 Million
Q1 2025

Apr 22, 2025
BUY
N/A
1,030 Added 5.7%
19,085 $3.48 Million
Q4 2024

Feb 07, 2025
BUY
N/A
3,355 Added 22.82%
18,055 $3.29 Million
Q3 2024

Oct 28, 2024
BUY
$182.15 - $182.15 $1.81 Million - $1.81 Million
9,927 Added 207.98%
14,700 $2.68 Million
Q2 2024

Aug 02, 2024
BUY
$173.33 - $185.29 $413,565 - $442,101
2,386 Added 99.96%
4,773 $871,000
Q1 2024

May 03, 2024
BUY
$168.47 - $182.98 $402,137 - $436,773
2,387 New
2,387 $435,000

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
Track This Portfolio

Track Icapital Wealth LLC Portfolio

Follow Icapital Wealth 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 Icapital Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icapital Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email