Forza Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Forza Wealth Management, LLC holds 19,346 shares of VIG stock, worth $3.52 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
19,346
Previous 19,346 -0.0%
Holding current value
$3.52 Million
Previous $3.53 Billion 8.5%
% of portfolio
1.75%
Previous 1.82%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$173.33 - $185.29 $330,366 - $353,162
-1,906 Reduced 8.97%
19,346 $3.53 Billion
Q4 2023

Jan 24, 2024
SELL
$150.16 - $171.16 $105,862 - $120,667
-705 Reduced 3.21%
21,252 $3.62 Billion
Q2 2023

Jul 25, 2023
SELL
$152.74 - $162.43 $15,274 - $16,243
-100 Reduced 0.45%
21,957 $3.57 Billion
Q1 2023

May 03, 2023
BUY
$147.24 - $158.33 $883 - $949
6 Added 0.03%
22,057 $3.4 Billion
Q4 2022

Feb 06, 2023
BUY
$144.84 - $158.71 $3.19 Million - $3.5 Million
22,051 New
22,051 $3.35 Billion

Others Institutions Holding VIG

# of Institutions
2,269
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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