Liberty Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Liberty Wealth Management LLC

  • $677 Million
  • Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Liberty Wealth Management LLC holds 2,182 shares of VIG stock, worth $397,451. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,182
Previous 2,175 0.32%
Holding current value
$397,451
Previous $396,000 0.25%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 31, 2025
BUY
N/A
7 Added 0.32%
2,182 $397,000
Q2 2025

Aug 01, 2025
BUY
N/A
2,175 New
2,175 $396,000
Q1 2025

May 08, 2025
BUY
N/A
289 Added 13.35%
2,453 $446,000
Q4 2024

Feb 07, 2025
BUY
N/A
15 Added 0.7%
2,164 $394,000
Q3 2024

Nov 01, 2024
SELL
$182.15 - $182.15 $29,690 - $29,690
-163 Reduced 7.05%
2,149 $391,000
Q2 2024

Aug 06, 2024
BUY
$173.33 - $185.29 $41,425 - $44,284
239 Added 11.53%
2,312 $372,000
Q1 2024

May 02, 2024
BUY
$168.47 - $182.98 $336,434 - $365,411
1,997 Added 2627.63%
2,073 $379,000
Q4 2023

Feb 08, 2024
SELL
$150.16 - $171.16 $338,010 - $385,281
-2,251 Reduced 96.73%
76 $12,000
Q3 2023

Nov 13, 2023
SELL
$155.38 - $166.95 $51,430 - $55,260
-331 Reduced 12.45%
2,327 $362,000
Q1 2023

May 03, 2023
BUY
$147.24 - $158.33 $88,932 - $95,631
604 Added 29.41%
2,658 $409,000
Q3 2022

Nov 15, 2022
BUY
N/A
178 Added 9.49%
2,054 $277,000
Q2 2022

Aug 15, 2022
BUY
N/A
8 Added 0.43%
1,876 $269,000
Q1 2022

May 09, 2022
SELL
N/A
-31 Reduced 1.63%
1,868 $303,000
Q4 2021

Feb 15, 2022
BUY
N/A
42 Added 2.26%
1,899 $326,000
Q3 2021

Nov 15, 2021
BUY
N/A
7 Added 0.38%
1,857 $285,000
Q2 2021

Aug 13, 2021
SELL
N/A
-284,496 Reduced 99.35%
1,850 $286,000
Q2 2021

Aug 13, 2021
BUY
N/A
285,052 Added 22028.75%
286,346 $1.85 Million
Q4 2020

Feb 09, 2021
SELL
N/A
-266 Reduced 17.05%
1,294 $179,000
Q3 2020

Nov 05, 2020
BUY
N/A
507 Added 48.15%
1,560 $201,000
Q1 2020

Apr 27, 2020
BUY
N/A
4 Added 0.38%
1,053 $109,000
Q4 2019

Feb 05, 2020
BUY
N/A
177 Added 20.3%
1,049 $131,000
Q3 2019

Oct 30, 2019
BUY
N/A
300 Added 52.45%
872 $104,000
Q2 2019

Jul 30, 2019
BUY
N/A
101 Added 21.44%
572 $66,000
Q4 2018

Mar 26, 2019
BUY
N/A
471 New
471 $46,000

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 Liberty Wealth Management LLC Portfolio

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

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email