Erts Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Erts Wealth Advisors, LLC

  • $529 Million
  • Q4 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 3,068 shares of VIG stock, worth $558,836. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,068
Previous 1,873 63.8%
Holding current value
$558,836
Previous $341,000 63.64%
% of portfolio
0.11%
Previous 0.06%

Shares

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

Jan 17, 2025
BUY
N/A
1,195 Added 63.8%
3,068 $558,000
Q3 2024

Oct 17, 2024
BUY
$182.15 - $182.15 $341,166 - $341,166
1,873 New
1,873 $341,000
Q4 2018

Feb 14, 2019
BUY
N/A
2,236 New
2,236 $219,000

Others Institutions Holding VIG

# of Institutions
2,484
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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