Catalytic Wealth Ria, LLC Vanguard Dividend Appreciation Transaction History

Catalytic Wealth Ria, LLC

  • $500 Billion
  • Q1 2024

A detailed history of Catalytic Wealth Ria, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 50,477 shares of VIG stock, worth $9.19 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
50,477
Previous 33,412 51.07%
Holding current value
$9.19 Million
Previous $5.69 Billion 61.9%
% of portfolio
1.84%
Previous 2.56%

Shares

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

May 10, 2024
BUY
$168.47 - $182.98 $2.87 Million - $3.12 Million
17,065 Added 51.07%
50,477 $9.22 Billion
Q4 2023

Feb 12, 2024
BUY
$150.16 - $171.16 $5.02 Million - $5.72 Million
33,412 New
33,412 $5.69 Billion

Others Institutions Holding VIG

# of Institutions
2,137
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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