Viawealth, LLC Vanguard Dividend Appreciation Transaction History

Viawealth, LLC

$172 Billion
Q3 2024

A detailed history of Viawealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Viawealth, LLC holds 7,869 shares of VIG stock, worth $1.43 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

7,869

Previous 7,762 1.38%

Holding current value

$1.43 Million

Previous $1.42 Billion 9.99%

% of portfolio

0.91%

Previous 0.88%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$182.15 - $182.15 $19,490 - $19,490	107 Added 1.38%	7,869 $1.56 Billion
Q2 2024 Aug 12, 2024	BUY	$173.33 - $185.29 $1,213 - $1,297	7 Added 0.09%	7,762 $1.42 Billion
Q1 2024 May 10, 2024	SELL	$168.47 - $182.98 $75,306 - $81,792	-447 Reduced 5.45%	7,755 $1.42 Billion
Q4 2023 Feb 12, 2024	SELL	$150.16 - $171.16 $65,469 - $74,625	-436 Reduced 5.05%	8,202 $1.4 Billion
Q3 2023 Nov 13, 2023	BUY	$155.38 - $166.95 $47,080 - $50,585	303 Added 3.64%	8,638 $1.34 Billion
Q2 2023 Aug 10, 2023	SELL	$152.74 - $162.43 $94,240 - $100,219	-617 Reduced 6.89%	8,335 $1.35 Billion
Q1 2023 May 12, 2023	SELL	$147.24 - $158.33 $69,497 - $74,731	-472 Reduced 5.01%	8,952 $1.38 Billion
Q4 2022 Feb 13, 2023	BUY	$144.84 - $158.71 $1.36 Million - $1.5 Million	9,424 New	9,424 $1.45 Billion

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Viawealth, LLC with notifications on news.

Account