Financial Network Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Financial Network Wealth Management LLC

$279 Million
Q3 2024

A detailed history of Financial Network Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Financial Network Wealth Management LLC holds 3,476 shares of VIG stock, worth $633,153. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,476

Previous 3,501 0.71%

Holding current value

$633,153

Previous $642,000 7.63%

% of portfolio

0.25%

Previous 0.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$182.15 - $182.15 $4,553 - $4,553	-25 Reduced 0.71%	3,476 $691,000
Q2 2024 Aug 09, 2024	BUY	$173.33 - $185.29 $606,828 - $648,700	3,501 New	3,501 $642,000
Q4 2023 Jan 09, 2024	SELL	$150.16 - $171.16 $11,262 - $12,837	-75 Reduced 2.11%	3,487 $594,000
Q3 2023 Nov 02, 2023	BUY	$155.38 - $166.95 $23,928 - $25,710	154 Added 4.52%	3,562 $554,000
Q2 2023 Jul 31, 2023	SELL	$152.74 - $162.43 $89,352 - $95,021	-585 Reduced 14.65%	3,408 $553,000
Q4 2022 Feb 09, 2023	BUY	$144.84 - $158.71 $137,308 - $150,457	948 Added 31.13%	3,993 $606,000
Q2 2022 Aug 09, 2022	SELL	N/A	-400 Reduced 11.61%	3,045 $437,000
Q4 2021 Jan 27, 2022	BUY	N/A	235 Added 7.32%	3,445 $592,000
Q1 2021 May 13, 2021	BUY	N/A	350 Added 12.24%	3,210 $472,000
Q4 2020 Feb 12, 2021	BUY	N/A	2,860 New	2,860 $404,000

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

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Financial Network Wealth Management LLC Vanguard Dividend Appreciation Transaction History