Balanced Wealth Group LLC Vanguard Dividend Appreciation Transaction History

Balanced Wealth Group LLC

  • $226 Billion
  • Q3 2024

A detailed history of Balanced Wealth Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Balanced Wealth Group LLC holds 5,160 shares of VIG stock, worth $939,894. This represents 0.45% of its overall portfolio holdings.

Number of Shares
5,160
Previous 6,351 18.75%
Holding current value
$939,894
Previous $1.16 Billion 11.67%
% of portfolio
0.45%
Previous 0.53%

Shares

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

Oct 28, 2024
SELL
$182.15 - $182.15 $216,940 - $216,940
-1,191 Reduced 18.75%
5,160 $1.02 Billion
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $107,117 - $114,509
-618 Reduced 8.87%
6,351 $1.16 Billion
Q1 2024

May 13, 2024
BUY
$168.47 - $182.98 $36,894 - $40,072
219 Added 3.24%
6,969 $1.26 Billion
Q4 2023

Feb 06, 2024
BUY
$150.16 - $171.16 $1.01 Million - $1.16 Million
6,750 New
6,750 $1.15 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

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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