Mission Wealth Management, LP Vanguard Dividend Appreciation Transaction History

Mission Wealth Management, LP

  • $4.95 Billion
  • Q3 2025

A detailed history of Mission Wealth Management, LP transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mission Wealth Management, LP holds 68,000 shares of VIG stock, worth $12.4 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
68,000
Previous 79,512 14.48%
Holding current value
$12.4 Million
Previous $14.5 Million 14.48%
% of portfolio
0.25%
Previous 0.31%

Shares

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

Nov 04, 2025
SELL
N/A
-11,512 Reduced 14.48%
68,000 $12.4 Million
Q2 2025

Aug 05, 2025
BUY
N/A
21,470 Added 36.99%
79,512 $14.5 Million
Q1 2025

Apr 17, 2025
SELL
N/A
-1,194 Reduced 2.02%
58,042 $10.6 Million
Q4 2024

Feb 06, 2025
SELL
N/A
-1,831 Reduced 3.0%
59,236 $10.8 Million
Q3 2024

Oct 31, 2024
SELL
$182.15 - $182.15 $46,630 - $46,630
-256 Reduced 0.42%
61,067 $11.1 Million
Q2 2024

Aug 02, 2024
SELL
$173.33 - $185.29 $1.85 Million - $1.98 Million
-10,694 Reduced 14.85%
61,323 $11.2 Million
Q1 2024

Apr 30, 2024
BUY
$168.47 - $182.98 $2.42 Million - $2.63 Million
14,372 Added 24.93%
72,017 $13.2 Million
Q4 2023

Feb 05, 2024
BUY
$150.16 - $171.16 $5,555 - $6,332
37 Added 0.06%
57,645 $9.82 Million
Q3 2023

Oct 23, 2023
SELL
$155.38 - $166.95 $289,317 - $310,860
-1,862 Reduced 3.13%
57,608 $8.95 Million
Q2 2023

Aug 04, 2023
BUY
$152.74 - $162.43 $625,317 - $664,988
4,094 Added 7.39%
59,470 $9.66 Million
Q1 2023

Apr 07, 2023
BUY
$147.24 - $158.33 $6.86 Million - $7.38 Million
46,607 Added 531.5%
55,376 $8.53 Million
Q4 2022

Feb 02, 2023
SELL
$144.84 - $158.71 $51,997 - $56,976
-359 Reduced 3.93%
8,769 $1.33 Million
Q3 2022

Oct 12, 2022
SELL
N/A
-446 Reduced 4.66%
9,128 $1.23 Million
Q2 2022

Jul 27, 2022
BUY
N/A
813 Added 9.28%
9,574 $1.37 Million
Q1 2022

Apr 25, 2022
SELL
N/A
-788 Reduced 8.25%
8,761 $1.42 Million
Q4 2021

Feb 11, 2022
BUY
N/A
920 Added 10.66%
9,549 $1.64 Million
Q3 2021

Nov 05, 2021
BUY
N/A
324 Added 3.9%
8,629 $1.33 Million
Q2 2021

Aug 10, 2021
BUY
N/A
75 Added 0.91%
8,305 $1.29 Million
Q1 2021

May 10, 2021
SELL
N/A
-386 Reduced 4.48%
8,230 $1.21 Million
Q4 2020

Jan 19, 2021
BUY
N/A
121 Added 1.42%
8,616 $1.22 Million
Q3 2020

Oct 16, 2020
BUY
N/A
774 Added 10.02%
8,495 $1.09 Million
Q2 2020

Aug 03, 2020
BUY
N/A
509 Added 7.06%
7,721 $905,000
Q1 2020

Apr 10, 2020
BUY
N/A
2,300 Added 46.82%
7,212 $746,000
Q4 2019

Jan 21, 2020
SELL
N/A
-124 Reduced 2.46%
4,912 $612,000
Q3 2019

Oct 16, 2019
BUY
N/A
198 Added 4.09%
5,036 $602,000
Q2 2019

Aug 09, 2019
BUY
N/A
2,270 Added 88.4%
4,838 $557,000
Q1 2019

May 14, 2019
BUY
N/A
368 Added 16.73%
2,568 $282,000
Q2 2018

Aug 08, 2018
BUY
N/A
2,200 New
2,200 $224,000

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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