Axxcess Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 14,950 shares of VIG stock, worth $2.72 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

14,950

Previous 12,119 23.36%

Holding current value

$2.72 Million

Previous $2.21 Million 23.38%

% of portfolio

0.07%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	N/A	2,831 Added 23.36%	14,950 $2.72 Million
Q3 2024 Nov 04, 2024	SELL	$182.15 - $182.15 $5,828 - $5,828	-32 Reduced 0.26%	12,119 $2.21 Million
Q2 2024 Aug 09, 2024	BUY	$173.33 - $185.29 $422,405 - $451,551	2,437 Added 25.09%	12,151 $2.22 Million
Q1 2024 May 14, 2024	SELL	$168.47 - $182.98 $9,771 - $10,612	-58 Reduced 0.59%	9,714 $1.77 Million
Q4 2023 Feb 06, 2024	SELL	$150.16 - $171.16 $1.7 Million - $1.93 Million	-11,302 Reduced 53.63%	9,772 $1.67 Million
Q3 2023 Nov 14, 2023	BUY	$155.38 - $166.95 $1.49 Million - $1.6 Million	9,608 Added 83.8%	21,074 $3.27 Million
Q2 2023 Aug 08, 2023	BUY	$152.74 - $162.43 $976,008 - $1.04 Million	6,390 Added 125.89%	11,466 $1.86 Million
Q1 2023 May 03, 2023	SELL	$147.24 - $158.33 $351,903 - $378,408	-2,390 Reduced 32.01%	5,076 $781,000
Q4 2022 Feb 14, 2023	SELL	$144.84 - $158.71 $644,538 - $706,259	-4,450 Reduced 37.34%	7,466 $1.13 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-1,162 Reduced 8.89%	11,916 $1.61 Million
Q2 2022 Aug 11, 2022	BUY	N/A	7,038 Added 116.52%	13,078 $1.88 Million
Q1 2022 Aug 11, 2022	SELL	N/A	-99 Reduced 1.61%	6,040 $979,000
Q4 2021 Aug 11, 2022	BUY	N/A	6,139 New	6,139 $1.05 Million

Others Institutions Holding VIG

# of Institutions

2,404

Shares Held

239M

Call Options Held

595K

Put Options Held

190K

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About VANGUARD DIVIDEND APPRECIATION

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