Balanced Wealth Group LLC Vanguard Dividend Appreciation Transaction History

Balanced Wealth Group LLC

  • $207 Billion
  • Q1 2025

A detailed history of Balanced Wealth Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Balanced Wealth Group LLC holds 3,813 shares of VIG stock, worth $694,537. This represents 0.36% of its overall portfolio holdings.

Number of Shares
3,813
Previous 5,186 26.48%
Holding current value
$694,537
Previous $1.05 Billion 29.46%
% of portfolio
0.36%
Previous 0.47%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
N/A
-1,373 Reduced 26.48%
3,813 $740 Million
Q4 2024

Feb 10, 2025
BUY
N/A
26 Added 0.5%
5,186 $1.05 Billion
Q3 2024

Oct 28, 2024
SELL
$182.15 - $182.15 $216,940 - $216,940
-1,191 Reduced 18.75%
5,160 $1.02 Billion
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $107,117 - $114,509
-618 Reduced 8.87%
6,351 $1.16 Billion
Q1 2024

May 13, 2024
BUY
$168.47 - $182.98 $36,894 - $40,072
219 Added 3.24%
6,969 $1.26 Billion
Q4 2023

Feb 06, 2024
BUY
$150.16 - $171.16 $1.01 Million - $1.16 Million
6,750 New
6,750 $1.15 Billion

Others Institutions Holding VIG

# of Institutions
2,545
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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