Summit Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 6,290 shares of VIG stock, worth $1.15 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,290
Previous 6,954 9.55%
Holding current value
$1.15 Million
Previous $1.27 Billion 1.86%
% of portfolio
0.24%
Previous 0.26%

Shares

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

Oct 28, 2024
SELL
$182.15 - $182.15 $120,947 - $120,947
-664 Reduced 9.55%
6,290 $1.25 Billion
Q2 2024

Sep 11, 2024
SELL
$173.33 - $185.29 $1,386 - $1,482
-8 Reduced 0.11%
6,954 $1.27 Billion
Q4 2023

Sep 11, 2024
SELL
$150.16 - $171.16 $154,965 - $176,637
-1,032 Reduced 12.91%
6,962 $1.19 Billion
Q3 2023

Sep 11, 2024
BUY
$155.38 - $166.95 $310 - $333
2 Added 0.03%
7,994 $1.24 Billion
Q1 2023

Sep 11, 2024
BUY
$147.24 - $158.33 $736 - $791
5 Added 0.06%
7,992 $1.23 Billion
Q4 2022

Sep 11, 2024
BUY
$144.84 - $158.71 $869 - $952
6 Added 0.08%
7,987 $1.21 Billion
Q3 2022

Sep 11, 2024
BUY
N/A
5 Added 0.06%
7,981 $1.08 Billion
Q2 2022

Sep 11, 2024
BUY
N/A
417 Added 5.52%
7,976 $1.14 Billion
Q1 2022

Sep 11, 2024
BUY
N/A
4 Added 0.05%
7,559 $1.23 Billion
Q4 2021

Sep 10, 2024
BUY
N/A
34 Added 0.45%
7,555 $1.3 Billion
Q3 2021

Sep 10, 2024
SELL
N/A
-150 Reduced 1.96%
7,521 $1.16 Billion
Q2 2021

Sep 10, 2024
BUY
N/A
1,372 Added 21.78%
7,671 $1.19 Billion
Q1 2021

Sep 10, 2024
BUY
N/A
45 Added 0.72%
6,299 $926 Million
Q4 2020

Sep 10, 2024
BUY
N/A
10 Added 0.16%
6,254 $883 Million
Q3 2020

Sep 10, 2024
BUY
N/A
23 Added 0.37%
6,244 $803 Million
Q1 2020

Sep 10, 2024
BUY
N/A
5 Added 0.08%
6,221 $643 Million
Q4 2019

Sep 09, 2024
BUY
N/A
6,216 New
6,216 $775 Million

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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