Aries Wealth Management Vanguard Dividend Appreciation Transaction History

Aries Wealth Management

  • $309 Million
  • Q1 2024

A detailed history of Aries Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Aries Wealth Management holds 10,858 shares of VIG stock, worth $1.98 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
10,858
Previous 10,919 0.56%
Holding current value
$1.98 Million
Previous $1.86 Million 6.56%
% of portfolio
0.64%
Previous 0.67%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$168.47 - $182.98 $10,276 - $11,161
-61 Reduced 0.56%
10,858 $1.98 Million
Q4 2023

Jan 10, 2024
BUY
$150.16 - $171.16 $1,051 - $1,198
7 Added 0.06%
10,919 $1.86 Million
Q3 2023

Oct 19, 2023
BUY
$155.38 - $166.95 $31,542 - $33,890
203 Added 1.9%
10,912 $1.7 Million
Q2 2023

Jul 13, 2023
SELL
$152.74 - $162.43 $102,488 - $108,990
-671 Reduced 5.9%
10,709 $1.74 Million
Q1 2023

Apr 11, 2023
SELL
$147.24 - $158.33 $21,497 - $23,116
-146 Reduced 1.27%
11,380 $1.75 Million
Q4 2022

Jan 18, 2023
BUY
$144.84 - $158.71 $504,332 - $552,628
3,482 Added 43.29%
11,526 $0
Q3 2022

Nov 02, 2022
BUY
N/A
1,807 Added 28.97%
8,044 $1.2 Million
Q2 2022

Jul 27, 2022
BUY
N/A
6,237 New
6,237 $895,000
Q1 2022

Apr 25, 2022
SELL
N/A
-5,805 Closed
0 $0
Q4 2021

Jun 06, 2022
SELL
N/A
-34,830 Reduced 85.71%
5,805 $997,000
Q4 2021

Jan 18, 2022
BUY
N/A
34,877 Added 605.71%
40,635 $6.98 Million
Q3 2021

Oct 13, 2021
BUY
N/A
22 Added 0.38%
5,758 $884,000
Q2 2021

Jul 14, 2021
BUY
N/A
96 Added 1.7%
5,736 $888,000
Q1 2021

Apr 20, 2021
BUY
N/A
123 Added 2.23%
5,640 $850,000
Q4 2020

Jan 22, 2021
BUY
N/A
231 Added 4.37%
5,517 $788,000
Q3 2020

Oct 14, 2020
BUY
N/A
5,286 New
5,286 $680,000

Others Institutions Holding VIG

# of Institutions
2,139
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
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