Modern Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Modern Wealth Management, LLC holds 49,608 shares of VIG stock, worth $9.04 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

49,608

Previous 50,284 1.34%

Holding current value

$9.04 Million

Previous $9.16 Million 116778.07%

% of portfolio

0.21%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	N/A	-676 Reduced 1.34%	49,608 $10.7 Billion
Q2 2025 Nov 12, 2025	BUY	N/A	2,999 Added 6.34%	50,284 $9.16 Million
Q2 2025 Aug 14, 2025	SELL	N/A	-891 Reduced 1.85%	47,285 $8.61 Million
Q1 2025 May 30, 2025	BUY	N/A	299 Added 0.62%	48,176 $8.78 Million
Q1 2025 May 15, 2025	BUY	N/A	20,658 Added 75.9%	47,877 $9.29 Billion

Q4 2024 May 30, 2025	SELL	N/A	-20,698 Reduced 43.23%	27,179 $4.95 Million
Q4 2024 May 29, 2025	SELL	N/A	-20,702 Reduced 43.24%	27,175 $4.95 Million
Q4 2024 Feb 11, 2025	BUY	N/A	25,095 Added 1181.5%	27,219 $5.53 Billion
Q3 2024 May 30, 2025	SELL	$182.15 - $182.15 $8.33 Million - $8.33 Million	-45,753 Reduced 95.56%	2,124 $386,000
Q3 2024 May 29, 2025	SELL	$182.15 - $182.15 $8.33 Million - $8.33 Million	-45,757 Reduced 95.57%	2,120 $386,000
Q3 2024 Nov 05, 2024	BUY	$182.15 - $182.15 $386,886 - $386,886	2,124 New	2,124 $421 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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Modern Wealth Management, LLC Vanguard Dividend Appreciation Transaction History