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
2,249
Shares Held
204M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Forza Wealth Management, LLC Portfolio

Follow Forza Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forza Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email