A detailed history of Private Wealth Management Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 154 shares of VIG stock, worth $28,051. This represents 0.01% of its overall portfolio holdings.

Number of Shares
154
Previous 214 28.04%
Holding current value
$28,051
Previous $39.1 Million 21.92%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 29, 2024

SELL
$182.15 - $182.15 $10,929 - $10,929
-60 Reduced 28.04%
154 $30.5 Million
Q1 2024

Apr 30, 2024

SELL
$168.47 - $182.98 $41,275 - $44,830
-245 Reduced 53.38%
214 $39.1 Million
Q4 2023

Feb 08, 2024

BUY
$150.16 - $171.16 $68,923 - $78,562
459 New
459 $78.2 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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