Destiny Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 58,238 shares of VIG stock, worth $10.6 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

58,238

Previous 59,200 1.63%

Holding current value

$10.6 Million

Previous $10.8 Million 1.83%

% of portfolio

2.01%

Previous 2.07%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$182.15 - $182.15 $175,228 - $175,228	-962 Reduced 1.63%	58,238 $10.6 Million
Q2 2024 Jul 25, 2024	SELL	$173.33 - $185.29 $21,839 - $23,346	-126 Reduced 0.21%	59,200 $10.8 Million
Q1 2024 Apr 09, 2024	BUY	$168.47 - $182.98 $174,197 - $189,201	1,034 Added 1.77%	59,326 $10.8 Million
Q4 2023 Jan 19, 2024	BUY	$150.16 - $171.16 $26,578 - $30,295	177 Added 0.3%	58,292 $9.93 Million
Q3 2023 Oct 10, 2023	BUY	$155.38 - $166.95 $159,730 - $171,624	1,028 Added 1.8%	58,115 $9.03 Million
Q2 2023 Jul 26, 2023	SELL	$152.74 - $162.43 $263,629 - $280,354	-1,726 Reduced 2.93%	57,087 $9.27 Million
Q1 2023 Apr 26, 2023	SELL	$147.24 - $158.33 $9,570 - $10,291	-65 Reduced 0.11%	58,813 $9.06 Million
Q4 2022 Jan 26, 2023	BUY	$144.84 - $158.71 $23,319 - $25,552	161 Added 0.27%	58,878 $0
Q3 2022 Oct 25, 2022	SELL	N/A	-32 Reduced 0.05%	58,717 $7.94 Million
Q2 2022 Jul 15, 2022	SELL	N/A	-1,250 Reduced 2.08%	58,749 $8.43 Million
Q1 2022 Apr 21, 2022	SELL	N/A	-611 Reduced 1.01%	59,999 $9.73 Million
Q4 2021 Jan 20, 2022	SELL	N/A	-27 Reduced 0.04%	60,610 $10.4 Million
Q3 2021 Oct 28, 2021	SELL	N/A	-934 Reduced 1.52%	60,637 $9.31 Million
Q2 2021 Jul 27, 2021	BUY	N/A	4,054 Added 7.05%	61,571 $9.53 Million
Q1 2021 Apr 22, 2021	SELL	N/A	-2,026 Reduced 3.4%	57,517 $8.46 Million
Q4 2020 Feb 05, 2021	BUY	N/A	59,543 New	59,543 $8.41 Million

Others Institutions Holding VIG

# of Institutions

2,250

Shares Held

204M

Call Options Held

463K

Put Options Held

229K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Destiny Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History