Forza Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Forza Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Forza Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Forza Wealth Management, LLC holds 19,190 shares of VIG stock, worth $3.5 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

19,190

Previous 19,346 0.81%

Holding current value

$3.5 Million

Previous $3.83 Billion 1.92%

% of portfolio

1.71%

Previous 1.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	N/A	-156 Reduced 0.81%	19,190 $3.76 Billion
Q2 2024 Jul 17, 2024	SELL	$173.33 - $185.29 $330,366 - $353,162	-1,906 Reduced 8.97%	19,346 $3.53 Billion
Q4 2023 Jan 24, 2024	SELL	$150.16 - $171.16 $105,862 - $120,667	-705 Reduced 3.21%	21,252 $3.62 Billion
Q2 2023 Jul 25, 2023	SELL	$152.74 - $162.43 $15,274 - $16,243	-100 Reduced 0.45%	21,957 $3.57 Billion
Q1 2023 May 03, 2023	BUY	$147.24 - $158.33 $883 - $949	6 Added 0.03%	22,057 $3.4 Billion
Q4 2022 Feb 06, 2023	BUY	$144.84 - $158.71 $3.19 Million - $3.5 Million	22,051 New	22,051 $3.35 Billion

Others Institutions Holding VIG

# of Institutions

2,329

Shares Held

211M

Call Options Held

552K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Forza Wealth Management, LLC Vanguard Dividend Appreciation Transaction History