Accretive Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Accretive Wealth Partners, LLC

  • $274 Million
  • Q1 2025

A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 69,303 shares of VIG stock, worth $12.6 Million. This represents 4.61% of its overall portfolio holdings.

Number of Shares
69,303
Previous 58,394 18.68%
Holding current value
$12.6 Million
Previous $10.6 Million 18.68%
% of portfolio
4.61%
Previous 4.68%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
N/A
10,909 Added 18.68%
69,303 $12.6 Million
Q4 2024

Jan 30, 2025
BUY
N/A
412 Added 0.71%
58,394 $10.6 Million
Q3 2024

Nov 12, 2024
SELL
$182.15 - $182.15 $381,604 - $381,604
-2,095 Reduced 3.49%
57,982 $10.6 Million
Q2 2024

Aug 05, 2024
BUY
$173.33 - $185.29 $171,943 - $183,807
992 Added 1.68%
60,077 $11 Million
Q1 2024

May 06, 2024
BUY
$168.47 - $182.98 $572,798 - $622,132
3,400 Added 6.11%
59,085 $10.8 Million
Q4 2023

Feb 06, 2024
BUY
$150.16 - $171.16 $321,042 - $365,940
2,138 Added 3.99%
55,685 $9.49 Million
Q3 2023

Nov 06, 2023
BUY
$155.38 - $166.95 $211,472 - $227,218
1,361 Added 2.61%
53,547 $8.32 Million
Q2 2023

Aug 07, 2023
BUY
$152.74 - $162.43 $366,117 - $389,344
2,397 Added 4.81%
52,186 $8.48 Million
Q1 2023

May 04, 2023
BUY
$147.24 - $158.33 $179,043 - $192,529
1,216 Added 2.5%
49,789 $7.67 Million
Q4 2022

Feb 13, 2023
BUY
$144.84 - $158.71 $316,620 - $346,940
2,186 Added 4.71%
48,573 $7.38 Million
Q3 2022

Nov 14, 2022
BUY
N/A
245 Added 0.53%
46,387 $6.27 Million
Q2 2022

Aug 12, 2022
BUY
N/A
1,349 Added 3.01%
46,142 $6.62 Million
Q1 2022

May 12, 2022
BUY
N/A
1,604 Added 3.71%
44,793 $7.26 Million
Q4 2021

Feb 14, 2022
BUY
N/A
1,876 Added 4.54%
43,189 $7.42 Million
Q3 2021

Nov 12, 2021
BUY
N/A
660 Added 1.62%
41,313 $6.35 Million
Q2 2021

Aug 13, 2021
BUY
N/A
7,806 Added 23.76%
40,653 $6.29 Million
Q1 2021

May 17, 2021
BUY
N/A
3,021 Added 10.13%
32,847 $4.83 Million
Q4 2020

Feb 12, 2021
BUY
N/A
29,826 New
29,826 $4.21 Million

Others Institutions Holding VIG

# of Institutions
2,550
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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