A detailed history of Collaborative Wealth Managment Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 6,376 shares of VIG stock, worth $1.16 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
6,376
Previous 6,443 1.04%
Holding current value
$1.16 Million
Previous $1.18 Million 1.28%
% of portfolio
0.54%
Previous 0.59%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$182.15 - $182.15 $12,204 - $12,204
-67 Reduced 1.04%
6,376 $1.16 Million
Q2 2024

Aug 09, 2024

SELL
$173.33 - $185.29 $123,757 - $132,297
-714 Reduced 9.98%
6,443 $1.18 Million
Q1 2024

May 10, 2024

SELL
$168.47 - $182.98 $33,525 - $36,413
-199 Reduced 2.71%
7,157 $1.31 Million
Q4 2023

Feb 07, 2024

BUY
$150.16 - $171.16 $2,702 - $3,080
18 Added 0.25%
7,356 $1.25 Million
Q3 2023

Nov 09, 2023

SELL
$155.38 - $166.95 $19,111 - $20,534
-123 Reduced 1.65%
7,338 $1.14 Million
Q2 2023

Aug 07, 2023

SELL
$152.74 - $162.43 $337,708 - $359,132
-2,211 Reduced 22.86%
7,461 $1.21 Million
Q1 2023

May 08, 2023

SELL
$147.24 - $158.33 $143,559 - $154,371
-975 Reduced 9.16%
9,672 $1.49 Million
Q4 2022

Feb 10, 2023

SELL
$144.84 - $158.71 $76,620 - $83,957
-529 Reduced 4.73%
10,647 $1.62 Million
Q3 2022

Nov 14, 2022

SELL
N/A
-330 Reduced 2.87%
11,176 $1.51 Million
Q2 2022

Aug 15, 2022

BUY
N/A
118 Added 1.04%
11,506 $1.65 Million
Q4 2021

Feb 11, 2022

SELL
N/A
-224 Reduced 1.93%
11,388 $1.96 Million
Q1 2021

May 12, 2022

BUY
N/A
11,612 New
11,612 $1.88 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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