A detailed history of Regimen Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Regimen Wealth, LLC holds 3,973 shares of VIG stock, worth $723,681. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,973
Previous 2,746 44.68%
Holding current value
$723,681
Previous $501 Million 56.95%
% of portfolio
0.25%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$182.15 - $182.15 $223,498 - $223,498
1,227 Added 44.68%
3,973 $787 Million
Q1 2024

May 14, 2024

SELL
$168.47 - $182.98 $49,698 - $53,979
-295 Reduced 9.7%
2,746 $502 Million
Q4 2023

Feb 13, 2024

BUY
$150.16 - $171.16 $456,636 - $520,497
3,041 New
3,041 $518 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Regimen Wealth, LLC Portfolio

Follow Regimen Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regimen Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regimen Wealth, LLC with notifications on news.