Prestige Wealth Management Group LLC Vanguard Dividend Appreciation Transaction History

Prestige Wealth Management Group LLC

$491 Million
Q3 2025

A detailed history of Prestige Wealth Management Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 2,679 shares of VIG stock, worth $487,979. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,679

Previous 2,687 0.3%

Holding current value

$487,979

Previous $489,000 0.41%

% of portfolio

0.1%

Previous 0.11%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	N/A	-8 Reduced 0.3%	2,679 $487,000
Q2 2025 Aug 13, 2025	BUY	N/A	3 Added 0.11%	2,687 $489,000
Q1 2025 May 12, 2025	SELL	N/A	-232 Reduced 7.96%	2,684 $488,000
Q4 2024 Feb 11, 2025	SELL	N/A	-119 Reduced 3.92%	2,916 $531,000
Q3 2024 Nov 14, 2024	BUY	$182.15 - $182.15 $13,661 - $13,661	75 Added 2.53%	3,035 $552,000

Q2 2024 Aug 06, 2024	SELL	$173.33 - $185.29 $16,813 - $17,973	-97 Reduced 3.17%	2,960 $540,000
Q1 2024 Apr 26, 2024	BUY	$168.47 - $182.98 $39,085 - $42,451	232 Added 8.21%	3,057 $558,000
Q4 2023 Apr 26, 2024	BUY	$150.16 - $171.16 $2,402 - $2,738	16 Added 0.57%	2,825 $481,000
Q4 2023 Feb 08, 2024	BUY	$150.16 - $171.16 $2,402 - $2,738	16 Added 0.57%	2,825 $481,000
Q3 2023 Apr 26, 2024	SELL	$155.38 - $166.95 $15,227 - $16,361	-98 Reduced 3.37%	2,809 $436,000
Q3 2023 Nov 13, 2023	SELL	$155.38 - $166.95 $15,227 - $16,361	-98 Reduced 3.37%	2,809 $436,000
Q2 2023 Apr 26, 2024	SELL	$152.74 - $162.43 $308,076 - $327,621	-2,017 Reduced 40.96%	2,907 $472,000
Q2 2023 Aug 11, 2023	SELL	$152.74 - $162.43 $308,076 - $327,621	-2,017 Reduced 40.96%	2,907 $472,000
Q1 2023 Apr 26, 2024	BUY	$147.24 - $158.33 $274,897 - $295,602	1,867 Added 61.07%	4,924 $758,000
Q1 2023 May 16, 2023	SELL	$147.24 - $158.33 $170,945 - $183,821	-1,161 Reduced 19.08%	4,924 $758,000
Q4 2022 Feb 07, 2023	BUY	$144.84 - $158.71 $741,291 - $812,277	5,118 Added 529.27%	6,085 $924,000
Q3 2022 Nov 01, 2022	SELL	N/A	-113 Reduced 10.46%	967 $131,000
Q2 2022 Aug 10, 2022	BUY	N/A	114 Added 11.8%	1,080 $155,000
Q1 2022 May 05, 2022	SELL	N/A	-33 Reduced 3.3%	966 $157,000
Q4 2021 Feb 15, 2022	BUY	N/A	296 Added 42.11%	999 $172,000
Q3 2021 Nov 12, 2021	BUY	N/A	282 Added 66.98%	703 $108,000
Q2 2021 Aug 12, 2021	BUY	N/A	15 Added 3.69%	421 $65,000
Q1 2021 May 13, 2021	BUY	N/A	41 Added 11.23%	406 $60,000
Q2 2020 Aug 13, 2020	BUY	N/A	365 New	365 $43,000
Q1 2020 May 15, 2020	SELL	N/A	-100 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	N/A	-70 Reduced 41.18%	100 $12,000
Q4 2018 Apr 16, 2019	BUY	N/A	170 New	170 $17,000

Others Institutions Holding VIG

# of Institutions

2,655

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Prestige Wealth Management Group LLC Vanguard Dividend Appreciation Transaction History