Future Financial Wealth Managment LLC Vanguard Dividend Appreciation Transaction History

Future Financial Wealth Managment LLC

$135 Million
Q4 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 4,386 shares of VIG stock, worth $798,909. This represents 0.59% of its overall portfolio holdings.

Number of Shares

4,386

Previous 4,924 10.93%

Holding current value

$798,909

Previous $896,000 10.94%

% of portfolio

0.59%

Previous 0.65%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	N/A	-538 Reduced 10.93%	4,386 $798,000
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

2,485

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

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About VANGUARD DIVIDEND APPRECIATION

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Future Financial Wealth Managment LLC Vanguard Dividend Appreciation Transaction History