Olistico Wealth, LLC Vanguard Dividend Appreciation Transaction History

Olistico Wealth, LLC

$172 Billion
Q4 2024

A detailed history of Olistico Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Olistico Wealth, LLC holds 1,307 shares of VIG stock, worth $238,070. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,307

Previous 1,305 0.15%

Holding current value

$238,070

Previous $259 Million 1.06%

% of portfolio

0.15%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	N/A	2 Added 0.15%	1,307 $256 Million
Q3 2024 Oct 08, 2024	SELL	$182.15 - $182.15 $83,789 - $83,789	-460 Reduced 26.06%	1,305 $259 Million
Q2 2024 Jul 09, 2024	SELL	$173.33 - $185.29 $103,998 - $111,174	-600 Reduced 25.37%	1,765 $322 Million
Q1 2024 Apr 24, 2024	BUY	$168.47 - $182.98 $168 - $182	1 Added 0.04%	2,365 $432 Million
Q4 2023 Feb 12, 2024	SELL	$150.16 - $171.16 $573,010 - $653,146	-3,816 Reduced 61.75%	2,364 $403 Million
Q3 2023 Oct 18, 2023	BUY	$155.38 - $166.95 $2,952 - $3,172	19 Added 0.31%	6,180 $960 Million
Q1 2023 May 11, 2023	BUY	$147.24 - $158.33 $3,239 - $3,483	22 Added 0.36%	6,161 $949 Million
Q4 2022 Feb 02, 2023	BUY	$144.84 - $158.71 $889,172 - $974,320	6,139 New	6,139 $932 Million

Others Institutions Holding VIG

# of Institutions

2,489

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Olistico Wealth, LLC Vanguard Dividend Appreciation Transaction History