Org Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025

A detailed history of Org Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Org Wealth Partners, LLC holds 1,177 shares of VIG stock, worth $214,390. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,177
Previous 1,165 1.03%
Holding current value
$214,390
Previous $212,000 0.94%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
N/A
12 Added 1.03%
1,177 $214,000
Q3 2025

Oct 24, 2025
BUY
N/A
1,147 Added 6372.22%
1,165 $212,000
Q2 2025

Jul 16, 2025
BUY
N/A
2 Added 12.5%
18 $3,000
Q1 2025

Apr 21, 2025
BUY
N/A
16 New
16 $2,000

Others Institutions Holding VIG

# of Institutions
2,667
Shares Held
226M
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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