Circle Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Circle Wealth Management, LLC

  • $4.71 Billion
  • Q4 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 67,300 shares of VIG stock, worth $12.3 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
67,300
Previous 67,683 0.57%
Holding current value
$12.3 Million
Previous $12.3 Million 0.57%
% of portfolio
0.26%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
N/A
-383 Reduced 0.57%
67,300 $12.3 Million
Q3 2024

Nov 14, 2024
BUY
$182.15 - $182.15 $783,245 - $783,245
4,300 Added 6.78%
67,683 $12.3 Million
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
2,477
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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