Mittelman Wealth Management Vanguard Dividend Appreciation Transaction History

Mittelman Wealth Management

  • $176 Billion
  • Q3 2024

A detailed history of Mittelman Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mittelman Wealth Management holds 164,662 shares of VIG stock, worth $30 Million. This represents 18.53% of its overall portfolio holdings.

Number of Shares
164,662
Previous 111,621 47.52%
Holding current value
$30 Million
Previous $20.4 Billion 60.05%
% of portfolio
18.53%
Previous 13.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024
BUY
$182.15 - $182.15 $9.66 Million - $9.66 Million
53,041 Added 47.52%
164,662 $32.6 Billion
Q2 2024

Aug 12, 2024
BUY
$173.33 - $185.29 $1.17 Million - $1.25 Million
6,749 Added 6.44%
111,621 $20.4 Billion
Q1 2024

May 06, 2024
BUY
$168.47 - $182.98 $17.7 Million - $19.2 Million
104,872 New
104,872 $19.2 Billion

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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