Forth Right Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Forth Right Wealth Management, LLC

  • $290 Million
  • Q3 2024

A detailed history of Forth Right Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 2,277 shares of VIG stock, worth $414,755. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,277
Previous 1,277 78.31%
Holding current value
$414,755
Previous $233,000 77.68%
% of portfolio
0.14%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$182.15 - $182.15 $182,150 - $182,150
1,000 Added 78.31%
2,277 $414,000
Q2 2024

Jul 12, 2024
SELL
$173.33 - $185.29 $20,972 - $22,420
-121 Reduced 8.66%
1,277 $233,000
Q1 2024

Apr 23, 2024
BUY
$168.47 - $182.98 $235,521 - $255,806
1,398 New
1,398 $255,000
Q1 2023

Apr 18, 2023
BUY
$147.24 - $158.33 $210,994 - $226,886
1,433 New
1,433 $220,000
Q1 2022

Apr 14, 2022
SELL
N/A
-1,308 Closed
0 $0
Q4 2021

Jan 24, 2022
BUY
N/A
1,308 New
1,308 $225,000

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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