Geo Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Geo Wealth Management, LLC holds 4,166 shares of VIG stock, worth $758,836. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,166
Previous 2,274 83.2%
Holding current value
$758,836
Previous $415,000 82.65%
% of portfolio
0.03%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$182.15 - $182.15 $344,627 - $344,627
1,892 Added 83.2%
4,166 $758,000
Q2 2024

Aug 12, 2024
BUY
$173.33 - $185.29 $244,221 - $261,073
1,409 Added 162.89%
2,274 $415,000
Q1 2024

May 15, 2024
SELL
$168.47 - $182.98 $145,726 - $158,277
-865 Closed
0 $0
Q1 2024

May 15, 2024
SELL
$168.47 - $182.98 $385,459 - $418,658
-2,288 Reduced 72.57%
865 $157,000
Q4 2023

Feb 13, 2024
SELL
$150.16 - $171.16 $5.06 Million - $5.77 Million
-33,725 Reduced 91.45%
3,153 $537,000
Q3 2023

Nov 13, 2023
BUY
$155.38 - $166.95 $5.49 Million - $5.9 Million
35,343 Added 2302.48%
36,878 $5.73 Million
Q2 2023

Aug 10, 2023
BUY
$152.74 - $162.43 $234,455 - $249,330
1,535 New
1,535 $249,000
Q2 2022

Aug 12, 2022
SELL
N/A
-56,889 Closed
0 $0
Q1 2022

May 13, 2022
SELL
N/A
-143,486 Reduced 71.61%
56,889 $9.23 Million
Q4 2021

Feb 14, 2022
BUY
N/A
133,381 Added 199.09%
200,375 $34.4 Million
Q3 2021

Nov 12, 2021
BUY
N/A
66,994 New
66,994 $10.3 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-1,183 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
N/A
1,183 New
1,183 $151,000
Q4 2019

Feb 13, 2020
SELL
N/A
-4,047 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
N/A
4,047 New
4,047 $484,000

Others Institutions Holding VIG

# of Institutions
2,268
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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