Wealth Management Partners, LLC Vanguard Dividend Appreciation Transaction History

Wealth Management Partners, LLC

  • $291 Million
  • Q4 2025

A detailed history of Wealth Management Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Management Partners, LLC holds 1,831 shares of VIG stock, worth $333,516. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,831
Previous 1,854 1.24%
Holding current value
$333,516
Previous $337,000 1.19%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jan 12, 2026
SELL
N/A
-23 Reduced 1.24%
1,831 $333,000
Q1 2025

Apr 10, 2025
SELL
N/A
-16 Reduced 0.86%
1,854 $337,000
Q4 2024

Jan 16, 2025
SELL
N/A
-77 Reduced 3.95%
1,870 $340,000
Q3 2024

Oct 21, 2024
SELL
$182.15 - $182.15 $132,058 - $132,058
-725 Reduced 27.13%
1,947 $354,000
Q2 2024

Jul 12, 2024
SELL
$173.33 - $185.29 $866 - $926
-5 Reduced 0.19%
2,672 $487,000
Q3 2023

Oct 24, 2023
BUY
$155.38 - $166.95 $3,884 - $4,173
25 Added 0.94%
2,677 $415,000
Q2 2023

Jul 24, 2023
BUY
$152.74 - $162.43 $68,122 - $72,443
446 Added 20.22%
2,652 $430,000
Q1 2023

Apr 14, 2023
BUY
$147.24 - $158.33 $30,331 - $32,615
206 Added 10.3%
2,206 $339,000
Q4 2021

Jan 19, 2022
SELL
N/A
-78 Reduced 3.75%
2,000 $357,000
Q2 2021

Jul 14, 2021
BUY
N/A
70 Added 3.49%
2,078 $322,000
Q4 2020

Feb 04, 2021
BUY
N/A
2,008 New
2,008 $283,000

Others Institutions Holding VIG

# of Institutions
2,688
Shares Held
228M
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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