A detailed history of All Square Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, All Square Wealth Management LLC holds 1,239 shares of VIG stock, worth $225,683. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,239
Previous 1,239 -0.0%
Holding current value
$225,683
Previous $226,000 -0.0%
% of portfolio
0.14%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

SELL
$150.16 - $171.16 $13,964 - $15,917
-93 Reduced 6.98%
1,239 $211,000
Q3 2023

Nov 27, 2023

SELL
$155.38 - $166.95 $1,553 - $1,669
-10 Reduced 0.75%
1,332 $206,000
Q1 2023

May 02, 2023

BUY
$147.24 - $158.33 $9,865 - $10,608
67 Added 5.25%
1,342 $206,000
Q1 2022

May 04, 2022

BUY
N/A
147 Added 13.03%
1,275 $207,000
Q4 2018

Feb 13, 2019

BUY
N/A
24 Added 2.17%
1,128 $110,000
Q3 2017

Nov 06, 2017

BUY
N/A
1,104
1,104 $105,000

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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