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

Global Wealth Management Investment Advisory, Inc.

  • $578 Million
  • Q3 2025

A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 1,350 shares of VIG stock, worth $245,902. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,350
Previous 1,350 -0.0%
Holding current value
$245,902
Previous $245,000 -0.0%
% of portfolio
0.04%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
N/A
1,350 New
1,350 $245,000
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
2,608
Shares Held
258M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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