Global Wealth Strategies & Associates Vanguard Dividend Appreciation Transaction History

Global Wealth Strategies & Associates

$304 Billion
Q3 2024

A detailed history of Global Wealth Strategies & Associates transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 48,120 shares of VIG stock, worth $8.77 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares

48,120

Previous 45,914 4.8%

Holding current value

$8.77 Million

Previous $8.38 Billion 13.71%

% of portfolio

3.13%

Previous 3.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 01, 2024	BUY	$182.15 - $182.15 $401,822 - $401,822	2,206 Added 4.8%	48,120 $9.53 Billion
Q2 2024 Jul 02, 2024	SELL	$173.33 - $185.29 $1.14 Million - $1.22 Million	-6,594 Reduced 12.56%	45,914 $8.38 Billion
Q1 2024 Apr 01, 2024	SELL	$168.47 - $182.98 $5.67 Million - $6.16 Million	-33,678 Reduced 39.08%	52,508 $9.59 Billion
Q4 2023 Jan 02, 2024	BUY	$150.16 - $171.16 $4.55 Million - $5.19 Million	30,308 Added 54.24%	86,186 $14.7 Billion
Q3 2023 Oct 20, 2023	SELL	$155.38 - $166.95 $1.49 Million - $1.6 Million	-9,565 Reduced 14.62%	55,878 $8.68 Billion
Q2 2023 Jul 05, 2023	BUY	$152.74 - $162.43 $466,773 - $496,386	3,056 Added 4.9%	65,443 $10.6 Billion
Q1 2023 Apr 03, 2023	BUY	$147.24 - $158.33 $497,818 - $535,313	3,381 Added 5.73%	62,387 $9.61 Billion
Q4 2022 Jan 17, 2023	BUY	$144.84 - $158.71 $8.55 Million - $9.36 Million	59,006 New	59,006 $8.96 Billion

Others Institutions Holding VIG

# of Institutions

2,193

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Global Wealth Strategies & Associates Vanguard Dividend Appreciation Transaction History