Global Wealth Strategies & Associates Vanguard Dividend Appreciation Transaction History

Global Wealth Strategies & Associates

  • $349 Billion
  • Q2 2025

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 56,302 shares of VIG stock, worth $10.3 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares
56,302
Previous 51,704 8.89%
Holding current value
$10.3 Million
Previous $10 Billion 14.89%
% of portfolio
3.3%
Previous 3.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
N/A
4,598 Added 8.89%
56,302 $11.5 Billion
Q1 2025

Apr 02, 2025
BUY
N/A
2,032 Added 4.09%
51,704 $10 Billion
Q4 2024

Jan 02, 2025
BUY
N/A
1,552 Added 3.23%
49,672 $9.73 Billion
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
2,545
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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