Fma Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Fma Wealth Management, LLC

  • $138 Billion
  • Q3 2024

A detailed history of Fma Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Fma Wealth Management, LLC holds 16,893 shares of VIG stock, worth $3.08 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
16,893
Previous 16,559 2.02%
Holding current value
$3.08 Million
Previous $3.02 Billion 10.68%
% of portfolio
2.43%
Previous 2.44%

Shares

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

Oct 15, 2024
BUY
$182.15 - $182.15 $60,838 - $60,838
334 Added 2.02%
16,893 $3.35 Billion
Q2 2024

Jul 18, 2024
SELL
$173.33 - $185.29 $12,479 - $13,340
-72 Reduced 0.43%
16,559 $3.02 Billion
Q1 2024

Apr 29, 2024
BUY
$168.47 - $182.98 $43,970 - $47,757
261 Added 1.59%
16,631 $3.04 Billion
Q4 2023

Feb 09, 2024
BUY
$150.16 - $171.16 $2.46 Million - $2.8 Million
16,370 New
16,370 $2.79 Billion

Others Institutions Holding VIG

# of Institutions
2,249
Shares Held
204M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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