Wheelhouse Advisory Group LLC Vanguard Dividend Appreciation Transaction History

Wheelhouse Advisory Group LLC

$232 Billion
Q3 2025

A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 84,276 shares of VIG stock, worth $15.4 Million. This represents 7.83% of its overall portfolio holdings.

Number of Shares

84,276

Previous 79,912 5.46%

Holding current value

$15.4 Million

Previous $16.4 Billion 11.19%

% of portfolio

7.83%

Previous 8.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	N/A	4,364 Added 5.46%	84,276 $18.2 Billion
Q2 2025 Jul 23, 2025	BUY	N/A	3,004 Added 3.91%	79,912 $16.4 Billion
Q1 2025 Apr 29, 2025	BUY	N/A	4,166 Added 5.73%	76,908 $14.9 Billion
Q4 2024 Jan 21, 2025	BUY	N/A	3,198 Added 4.6%	72,742 $14.2 Billion
Q3 2024 Oct 29, 2024	BUY	$182.15 - $182.15 $441,349 - $441,349	2,423 Added 3.61%	69,544 $13.8 Billion

Q2 2024 Jul 18, 2024	BUY	$173.33 - $185.29 $597,815 - $639,065	3,449 Added 5.42%	67,121 $12.3 Billion
Q1 2024 Apr 23, 2024	BUY	$168.47 - $182.98 $669,836 - $727,528	3,976 Added 6.66%	63,672 $11.6 Billion
Q4 2023 Jan 31, 2024	BUY	$150.16 - $171.16 $8.96 Million - $10.2 Million	59,696 New	59,696 $10.2 Billion

Others Institutions Holding VIG

# of Institutions

2,654

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

View Full List

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Wheelhouse Advisory Group LLC Vanguard Dividend Appreciation Transaction History