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
2,137
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email