Circle Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Circle Wealth Management, LLC

  • $4.34 Billion
  • Q2 2024

A detailed history of Circle Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Circle Wealth Management, LLC holds 63,383 shares of VIG stock, worth $11.5 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
63,383
Previous 63,000 0.61%
Holding current value
$11.5 Million
Previous $11.5 Million 0.57%
% of portfolio
0.27%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$173.33 - $185.29 $66,385 - $70,966
383 Added 0.61%
63,383 $11.6 Million
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $9.79 Million - $10.5 Million
63,000 New
63,000 $9.79 Million

Others Institutions Holding VIG

# of Institutions
2,194
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email