Evermay Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Evermay Wealth Management LLC

$654 Million
Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Evermay Wealth Management LLC holds 534 shares of VIG stock, worth $97,268. This represents 0.01% of its overall portfolio holdings.

Number of Shares

534

Previous 534 -0.0%

Holding current value

$97,268

Previous $97,000 -0.0%

% of portfolio

0.01%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$155.38 - $166.95 $47,857 - $51,420	308 Added 136.28%	534 $82,000
Q2 2023 Aug 10, 2023	BUY	$152.74 - $162.43 $4,429 - $4,710	29 Added 14.72%	226 $36,000
Q1 2023 May 15, 2023	SELL	$147.24 - $158.33 $31,656 - $34,040	-215 Reduced 52.18%	197 $30,000
Q4 2022 Jan 19, 2023	SELL	$144.84 - $158.71 $21,001 - $23,012	-145 Reduced 26.03%	412 $0
Q3 2022 Nov 14, 2022	BUY	N/A	66 Added 13.44%	557 $75,000
Q2 2022 Aug 15, 2022	BUY	N/A	309 Added 169.78%	491 $70,000
Q1 2022 May 16, 2022	BUY	N/A	182 New	182 $30,000
Q4 2021 Feb 14, 2022	SELL	N/A	-43 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	N/A	11 Added 34.38%	43 $7,000
Q2 2021 Aug 13, 2021	BUY	N/A	32 New	32 $5,000

Others Institutions Holding VIG

# of Institutions

2,494

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Evermay Wealth Management LLC Vanguard Dividend Appreciation Transaction History