A detailed history of Valued Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 268 shares of VIG stock, worth $48,816. This represents 0.03% of its overall portfolio holdings.

Number of Shares
268
Previous 115 133.04%
Holding current value
$48,816
Previous $21.2 Million 152.06%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Oct 28, 2024

BUY
$182.15 - $182.15 $27,868 - $27,868
153 Added 133.04%
268 $53.4 Million
Q1 2024

Apr 30, 2024

BUY
$168.47 - $182.98 $19,374 - $21,042
115 New
115 $21.1 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


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

Track Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors 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 Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.