Ae Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ae Wealth Management LLC holds 39,559 shares of VIG stock, worth $7.21 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
39,559
Previous 32,214 22.8%
Holding current value
$7.21 Million
Previous $5.88 Million 22.53%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 14, 2024
BUY
$182.15 - $182.15 $1.34 Million - $1.34 Million
7,345 Added 22.8%
39,559 $7.21 Million
Q2 2024

Aug 12, 2024
BUY
$173.33 - $185.29 $959,208 - $1.03 Million
5,534 Added 20.74%
32,214 $5.88 Million
Q1 2024

May 15, 2024
SELL
$168.47 - $182.98 $16.7 Million - $18.1 Million
-99,016 Reduced 78.77%
26,680 $4.87 Million
Q4 2023

Feb 14, 2024
BUY
$150.16 - $171.16 $3.68 Million - $4.19 Million
24,491 Added 24.2%
125,696 $21.4 Million
Q3 2023

Oct 11, 2023
SELL
$155.38 - $166.95 $2.02 Million - $2.17 Million
-12,982 Reduced 11.37%
101,205 $15.7 Million
Q2 2023

Jul 10, 2023
BUY
$152.74 - $162.43 $3.39 Million - $3.61 Million
22,218 Added 24.16%
114,187 $18.5 Million
Q1 2023

Apr 14, 2023
BUY
$147.24 - $158.33 $707,340 - $760,617
4,804 Added 5.51%
91,969 $14.2 Million
Q4 2022

Jan 31, 2023
SELL
$144.84 - $158.71 $2.73 Million - $2.99 Million
-18,849 Reduced 17.78%
87,165 $13.2 Million
Q3 2022

Oct 25, 2022
BUY
N/A
14,213 Added 15.48%
106,014 $14.3 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-18,611 Reduced 16.86%
91,801 $13.2 Million
Q1 2022

Apr 18, 2022
SELL
N/A
-313,590 Reduced 73.96%
110,412 $17.9 Million
Q4 2021

Jan 20, 2022
BUY
N/A
296,662 Added 232.97%
424,002 $72.8 Million
Q3 2021

Nov 01, 2021
SELL
N/A
-229,494 Reduced 64.31%
127,340 $19.6 Million
Q2 2021

Jul 21, 2021
BUY
N/A
280,995 Added 370.52%
356,834 $55.2 Million
Q1 2021

Apr 27, 2021
BUY
N/A
3,617 Added 5.01%
75,839 $11.2 Million
Q4 2020

Feb 01, 2021
BUY
N/A
1,999 Added 2.85%
72,222 $10.2 Million
Q3 2020

Nov 06, 2020
SELL
N/A
-94,966 Reduced 57.49%
70,223 $9.04 Million
Q2 2020

Aug 05, 2020
BUY
N/A
97,666 Added 144.64%
165,189 $19.4 Million
Q1 2020

May 07, 2020
SELL
N/A
-23,480 Reduced 25.8%
67,523 $6.98 Million
Q4 2019

Jan 15, 2020
BUY
N/A
34,630 Added 61.43%
91,003 $11.3 Million
Q3 2019

Nov 05, 2019
BUY
N/A
9,802 Added 21.05%
56,373 $6.74 Million
Q2 2019

Jul 22, 2019
SELL
N/A
-19,029 Reduced 29.01%
46,571 $5.36 Million
Q1 2019

May 14, 2019
BUY
N/A
40,634 Added 162.76%
65,600 $7.19 Million
Q4 2018

Feb 15, 2019
SELL
N/A
-4,251 Reduced 14.55%
24,966 $2.45 Million
Q3 2018

Nov 14, 2018
BUY
N/A
3,955 Added 15.66%
29,217 $3.23 Million
Q2 2018

Aug 15, 2018
BUY
N/A
2,287 Added 9.95%
25,262 $2.57 Million
Q1 2018

May 14, 2018
BUY
N/A
6,614 Added 40.43%
22,975 $2.32 Million
Q4 2017

Feb 06, 2018
SELL
N/A
-1,887 Reduced 10.34%
16,361 $1.67 Million
Q3 2017

Nov 08, 2017
SELL
N/A
-699 Reduced 3.69%
18,248 $1.73 Million
Q2 2017

Aug 14, 2017
BUY
N/A
18,947
18,947 $1.76 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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