Future Financial Wealth Managment LLC Vanguard Dividend Appreciation Transaction History

Future Financial Wealth Managment LLC

$138 Million
Q3 2024

A detailed history of Future Financial Wealth Managment LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 4,924 shares of VIG stock, worth $896,906. This represents 0.65% of its overall portfolio holdings.

Number of Shares

4,924

Previous 5,079 3.05%

Holding current value

$896,906

Previous $927,000 3.34%

% of portfolio

0.65%

Previous 0.83%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$182.15 - $182.15 $28,233 - $28,233	-155 Reduced 3.05%	4,924 $896,000
Q2 2024 Jul 16, 2024	SELL	$173.33 - $185.29 $422,058 - $451,181	-2,435 Reduced 32.41%	5,079 $927,000
Q1 2024 Apr 15, 2024	SELL	$168.47 - $182.98 $2.21 Million - $2.4 Million	-13,110 Reduced 63.57%	7,514 $1.37 Million
Q4 2023 Jan 18, 2024	BUY	$150.16 - $171.16 $17,418 - $19,854	116 Added 0.57%	20,624 $3.51 Million
Q3 2023 Oct 20, 2023	SELL	$155.38 - $166.95 $44,127 - $47,413	-284 Reduced 1.37%	20,508 $3.19 Million
Q2 2023 Jul 18, 2023	SELL	$152.74 - $162.43 $803,412 - $854,381	-5,260 Reduced 20.19%	20,792 $3.38 Million
Q1 2023 Apr 04, 2023	BUY	$147.24 - $158.33 $2.28 Million - $2.45 Million	15,481 Added 146.45%	26,052 $4.01 Million
Q4 2022 Jan 05, 2023	BUY	$144.84 - $158.71 $272,444 - $298,533	1,881 Added 21.65%	10,571 $0
Q3 2022 Oct 13, 2022	SELL	N/A	-2,738 Reduced 23.96%	8,690 $1.25 Million
Q1 2022 May 03, 2022	BUY	N/A	175 Added 1.56%	11,428 $1.85 Million
Q4 2021 Jan 07, 2022	BUY	N/A	569 Added 5.33%	11,253 $1.93 Million
Q2 2021 Aug 04, 2021	BUY	N/A	127 Added 1.2%	10,684 $1.65 Million
Q1 2021 May 05, 2021	BUY	N/A	676 Added 6.84%	10,557 $1.55 Million
Q4 2020 Feb 03, 2021	BUY	N/A	9,881 New	9,881 $1.4 Million

Others Institutions Holding VIG

# of Institutions

2,233

Shares Held

203M

Call Options Held

463K

Put Options Held

229K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Future Financial Wealth Managment LLC with notifications on news.

Account

Future Financial Wealth Managment LLC Vanguard Dividend Appreciation Transaction History