A detailed history of Destination Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Destination Wealth Management holds 2,915 shares of VIG stock, worth $530,967. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,915
Previous 3,316 12.09%
Holding current value
$530,967
Previous $605,000 12.07%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 24, 2024

SELL
$173.33 - $185.29 $69,505 - $74,301
-401 Reduced 12.09%
2,915 $532,000
Q1 2024

May 14, 2024

BUY
$168.47 - $182.98 $336 - $365
2 Added 0.06%
3,316 $605,000
Q4 2023

Feb 13, 2024

SELL
$150.16 - $171.16 $8,108 - $9,242
-54 Reduced 1.6%
3,314 $564,000
Q3 2023

Nov 14, 2023

SELL
$155.38 - $166.95 $10,255 - $11,018
-66 Reduced 1.92%
3,368 $523,000
Q2 2023

Aug 11, 2023

SELL
$152.74 - $162.43 $51,473 - $54,738
-337 Reduced 8.94%
3,434 $557,000
Q1 2023

May 05, 2023

BUY
$147.24 - $158.33 $114,994 - $123,655
781 Added 26.12%
3,771 $580,000
Q4 2022

Feb 10, 2023

SELL
$144.84 - $158.71 $79,806 - $87,449
-551 Reduced 15.56%
2,990 $454,000
Q3 2022

Nov 10, 2022

BUY
N/A
24 Added 0.68%
3,541 $479,000
Q2 2022

Jul 29, 2022

SELL
N/A
-500 Reduced 12.45%
3,517 $505,000
Q1 2022

May 12, 2022

BUY
N/A
913 Added 29.41%
4,017 $651,000
Q4 2021

Feb 04, 2022

SELL
N/A
-329 Reduced 9.58%
3,104 $533,000
Q3 2021

Oct 25, 2021

BUY
N/A
284 Added 9.02%
3,433 $527,000
Q2 2021

Aug 13, 2021

BUY
N/A
1,456 Added 86.0%
3,149 $487,000
Q1 2021

May 05, 2021

SELL
N/A
-1,287 Reduced 43.19%
1,693 $249,000
Q4 2020

Feb 11, 2021

BUY
N/A
1,157 Added 63.47%
2,980 $421,000
Q3 2020

Nov 12, 2020

SELL
N/A
-457 Reduced 20.04%
1,823 $235,000
Q2 2020

Aug 14, 2020

SELL
N/A
-409 Reduced 15.21%
2,280 $267,000
Q1 2020

May 13, 2020

BUY
N/A
97 Added 3.74%
2,689 $278,000
Q4 2019

Feb 12, 2020

BUY
N/A
2,592 New
2,592 $323,000
Q3 2019

Nov 13, 2019

SELL
N/A
-638 Closed
0 $0
Q2 2019

Jul 19, 2019

SELL
N/A
-793 Reduced 55.42%
638 $73,000
Q1 2019

May 01, 2019

BUY
N/A
715 Added 99.86%
1,431 $157,000
Q4 2018

Feb 05, 2019

BUY
N/A
6 Added 0.85%
716 $70,000
Q3 2018

Nov 07, 2018

BUY
N/A
128 Added 21.99%
710 $79,000
Q2 2018

Jul 31, 2018

BUY
N/A
39 Added 7.18%
582 $59,000
Q1 2018

Apr 05, 2018

BUY
N/A
543 New
543 $55,000
Q3 2017

Nov 09, 2017

SELL
N/A
-2,388 Closed
0 $0
Q2 2017

Aug 11, 2017

BUY
N/A
2,388
2,388 $221,000

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management 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 Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.