Private Wealth Asset Management, LLC Vanguard Dividend Appreciation Transaction History

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 2,151 shares of VIG stock, worth $391,804. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,151
Previous 2,112 1.85%
Holding current value
$391,804
Previous $432 Million 99.91%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 03, 2025
BUY
N/A
39 Added 1.85%
2,151 $391,000
Q2 2025

Jul 28, 2025
BUY
N/A
334 Added 18.79%
2,112 $432 Million
Q1 2025

May 15, 2025
BUY
N/A
1,778 New
1,778 $345 Million

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

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