Private Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History

Private Wealth Management Group, LLC

$363 Billion
Q3 2025

A detailed history of Private Wealth Management Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 200 shares of VIG stock, worth $36,430. This represents 0.01% of its overall portfolio holdings.

Number of Shares

200

Previous 320 37.5%

Holding current value

$36,430

Previous $65.5 Million 34.1%

% of portfolio

0.01%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	N/A	-120 Reduced 37.5%	200 $43.2 Million
Q4 2024 Jan 27, 2025	BUY	N/A	166 Added 107.79%	320 $62.7 Million
Q3 2024 Oct 29, 2024	SELL	$182.15 - $182.15 $10,929 - $10,929	-60 Reduced 28.04%	154 $30.5 Million
Q1 2024 Apr 30, 2024	SELL	$168.47 - $182.98 $41,275 - $44,830	-245 Reduced 53.38%	214 $39.1 Million
Q4 2023 Feb 08, 2024	BUY	$150.16 - $171.16 $68,923 - $78,562	459 New	459 $78.2 Million

Others Institutions Holding VIG

# of Institutions

2,654

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Private Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History