Alterna Wealth Management, Inc Vanguard Dividend Appreciation Transaction History

Alterna Wealth Management, Inc

  • $108 Million
  • Q3 2024

A detailed history of Alterna Wealth Management, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 3,440 shares of VIG stock, worth $626,596. This represents 0.58% of its overall portfolio holdings.

Number of Shares
3,440
Previous 3,386 1.59%
Holding current value
$626,596
Previous $618,000 1.29%
% of portfolio
0.58%
Previous 0.55%

Shares

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

Oct 30, 2024
BUY
$182.15 - $182.15 $9,836 - $9,836
54 Added 1.59%
3,440 $626,000
Q2 2024

Jul 12, 2024
SELL
$173.33 - $185.29 $336,953 - $360,203
-1,944 Reduced 36.47%
3,386 $618,000
Q1 2024

May 03, 2024
BUY
$168.47 - $182.98 $897,945 - $975,283
5,330 New
5,330 $973,000
Q4 2022

Feb 13, 2023
SELL
$144.84 - $158.71 $9,269 - $10,157
-64 Reduced 0.27%
23,432 $3.56 Million
Q3 2022

Nov 09, 2022
BUY
N/A
16,174 Added 220.9%
23,496 $3.18 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-29,316 Reduced 80.02%
7,322 $1.05 Million
Q1 2022

May 12, 2022
BUY
N/A
17,110 Added 87.62%
36,638 $5.94 Million
Q4 2021

Feb 10, 2022
BUY
N/A
16,400 Added 524.3%
19,528 $3.35 Million
Q4 2020

Feb 11, 2021
SELL
N/A
-7,198 Reduced 69.71%
3,128 $439,000
Q3 2020

Oct 19, 2020
BUY
N/A
4,692 Added 83.28%
10,326 $1.33 Million
Q2 2020

Jul 27, 2020
BUY
N/A
1,964 Added 53.51%
5,634 $660,000
Q1 2020

May 08, 2020
SELL
N/A
-4,982 Reduced 57.58%
3,670 $379,000
Q4 2019

Jan 27, 2020
BUY
N/A
3,169 Added 57.8%
8,652 $1.08 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-2,790 Reduced 33.72%
5,483 $655,000
Q2 2019

Aug 14, 2019
SELL
N/A
-3,006 Reduced 26.65%
8,273 $953,000
Q1 2019

May 13, 2019
BUY
N/A
4,992 Added 79.4%
11,279 $1.24 Million
Q4 2018

Mar 04, 2019
BUY
N/A
6,287 New
6,287 $616,000

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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