Future Financial Wealth Managment LLC Vanguard Dividend Appreciation Transaction History

Future Financial Wealth Managment LLC

  • $112 Million
  • Q2 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 5,079 shares of VIG stock, worth $925,139. This represents 0.83% of its overall portfolio holdings.

Number of Shares
5,079
Previous 7,514 32.41%
Holding current value
$925,139
Previous $1.37 Million 32.43%
% of portfolio
0.83%
Previous 1.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,193
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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