Angeles Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Angeles Wealth Management, LLC

$1.16 Billion
Q3 2024

A detailed history of Angeles Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 8,836 shares of VIG stock, worth $1.61 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

8,836

Previous 7,585 16.49%

Holding current value

$1.61 Million

Previous $1.38 Million 16.26%

% of portfolio

0.14%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$182.15 - $182.15 $227,869 - $227,869	1,251 Added 16.49%	8,836 $1.61 Million
Q2 2024 Aug 07, 2024	BUY	$173.33 - $185.29 $2,773 - $2,964	16 Added 0.21%	7,585 $1.38 Million
Q1 2024 May 08, 2024	BUY	$168.47 - $182.98 $15,836 - $17,200	94 Added 1.26%	7,569 $1.38 Million
Q4 2023 Feb 13, 2024	BUY	$150.16 - $171.16 $1,501 - $1,711	10 Added 0.13%	7,475 $1.27 Million
Q3 2023 Oct 27, 2023	SELL	$155.38 - $166.95 $78,466 - $84,309	-505 Reduced 6.34%	7,465 $1.16 Million
Q2 2023 Aug 10, 2023	BUY	$152.74 - $162.43 $78,966 - $83,976	517 Added 6.94%	7,970 $1.29 Million
Q4 2022 Feb 14, 2023	BUY	$144.84 - $158.71 $103,560 - $113,477	715 Added 10.61%	7,453 $1.13 Million
Q3 2022 Nov 03, 2022	BUY	N/A	1,024 Added 17.92%	6,738 $911,000
Q2 2022 Aug 04, 2022	BUY	N/A	1,311 Added 29.78%	5,714 $820,000
Q1 2022 May 16, 2022	BUY	N/A	4,403 New	4,403 $714,000

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Angeles Wealth Management, LLC Vanguard Dividend Appreciation Transaction History