Koa Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Koa Wealth Management, LLC

$135 Billion
Q3 2025

A detailed history of Koa Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Koa Wealth Management, LLC holds 4,065 shares of VIG stock, worth $740,439. This represents 0.65% of its overall portfolio holdings.

Number of Shares

4,065

Previous 3,671 10.73%

Holding current value

$740,439

Previous $751 Million 16.75%

% of portfolio

0.65%

Previous 0.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	N/A	394 Added 10.73%	4,065 $877 Million
Q2 2025 Jul 29, 2025	SELL	N/A	-12 Reduced 0.33%	3,671 $751 Million
Q1 2025 May 12, 2025	SELL	N/A	-121 Reduced 3.18%	3,683 $714 Million
Q4 2024 Jan 23, 2025	SELL	N/A	-68 Reduced 1.76%	3,804 $745 Million
Q3 2024 Nov 06, 2024	SELL	$182.15 - $182.15 $26,047 - $26,047	-143 Reduced 3.56%	3,872 $767 Million

Q2 2024 Jul 23, 2024	BUY	$173.33 - $185.29 $33,799 - $36,131	195 Added 5.1%	4,015 $733 Million
Q1 2024 May 07, 2024	BUY	$168.47 - $182.98 $14,825 - $16,102	88 Added 2.36%	3,820 $698 Million
Q4 2023 May 07, 2024	BUY	$150.16 - $171.16 $560,397 - $638,769	3,732 New	3,732 $636 Million

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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Koa Wealth Management, LLC Vanguard Dividend Appreciation Transaction History