Global Wealth Management Investment Advisory, Inc. Vanguard Dividend Appreciation Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$152.74 - $162.43 $104,321 - $110,939	683 New	683 $110,000
Q4 2021 Feb 15, 2022	BUY	N/A	11 Added 78.57%	25 $4,000
Q1 2021 May 17, 2021	SELL	N/A	-4 Reduced 22.22%	14 $2,000
Q4 2020 Feb 16, 2021	BUY	N/A	18 New	18 $3,000
Q3 2020 Nov 16, 2020	SELL	N/A	-351 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	351 New	351 $34,000

Others Institutions Holding VIG

# of Institutions

2,271

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

Bank Of America Corp Charlotte, NC

21.1M
Shares

$3.85 Billion
0.32% of portfolio
Morgan Stanley New York, NY

12.1M
Shares

$2.21 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

9.69M
Shares

$1.76 Billion
0.41% of portfolio
Vanguard Group Inc Valley Forge, PA

9.41M
Shares

$1.71 Billion
0.03% of portfolio
Wealthfront Advisers LLC

6.82M
Shares

$1.24 Billion
3.86% of portfolio

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 Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Account