Aj Wealth Strategies, LLC Vanguard Dividend Appreciation Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 155,143 shares of VIG stock, worth $28.3 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
155,143
Previous 140,643 10.31%
Holding current value
$28.3 Million
Previous $21.7 Million 16.34%
% of portfolio
1.22%
Previous 1.13%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
BUY
$152.74 - $162.43 $2.21 Million - $2.36 Million
14,500 Added 10.31%
155,143 $25.2 Million
Q1 2023

Apr 28, 2023
SELL
$147.24 - $158.33 $97,472 - $104,814
-662 Reduced 0.47%
140,643 $21.7 Million
Q4 2022

Jan 25, 2023
BUY
$144.84 - $158.71 $418,008 - $458,037
2,886 Added 2.08%
141,305 $21.5 Million
Q3 2022

Oct 27, 2022
BUY
N/A
10,118 Added 7.89%
138,419 $18.7 Million
Q2 2022

Aug 04, 2022
SELL
N/A
-217 Reduced 0.17%
128,301 $18.4 Million
Q1 2022

May 13, 2022
BUY
N/A
431 Added 0.34%
128,518 $20.8 Million
Q4 2021

Jan 26, 2022
BUY
N/A
42,890 Added 50.34%
128,087 $22 Million
Q3 2021

Oct 20, 2021
BUY
N/A
46,100 Added 117.91%
85,197 $13.1 Million
Q2 2021

Aug 16, 2021
BUY
N/A
136 Added 0.35%
39,097 $6.05 Million
Q1 2021

May 06, 2021
BUY
N/A
130 Added 0.33%
38,961 $5.73 Million
Q4 2020

Feb 16, 2021
BUY
N/A
277 Added 0.72%
38,831 $5.48 Million
Q3 2020

Nov 16, 2020
BUY
N/A
54 Added 0.14%
38,554 $4.96 Million
Q2 2020

Aug 14, 2020
BUY
N/A
29,825 Added 343.8%
38,500 $4.51 Million
Q1 2020

May 15, 2020
BUY
N/A
948 Added 12.27%
8,675 $897,000
Q3 2019

Nov 26, 2019
BUY
N/A
5,088 Added 192.8%
7,727 $924,000
Q2 2019

Aug 19, 2019
SELL
N/A
-837 Reduced 24.08%
2,639 $304,000
Q3 2018

Nov 15, 2018
SELL
N/A
-490 Reduced 12.36%
3,476 $385,000
Q4 2017

Jul 19, 2018
BUY
N/A
1,713 Added 76.03%
3,966 $405,000
Q2 2017

Jul 19, 2018
SELL
N/A
-2,756 Reduced 55.02%
2,253 $209,000
Q1 2017

Jul 19, 2018
SELL
N/A
-1,009 Reduced 16.77%
5,009 $450,000
Q4 2016

Jul 19, 2018
BUY
N/A
6,018
6,018 $513,000

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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