Global Wealth Strategies & Associates Vanguard Dividend Appreciation Transaction History

Global Wealth Strategies & Associates

$320 Billion
Q4 2024

A detailed history of Global Wealth Strategies & Associates transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 49,672 shares of VIG stock, worth $9.05 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares

49,672

Previous 48,120 3.23%

Holding current value

$9.05 Million

Previous $9.53 Billion 2.06%

% of portfolio

3.04%

Previous 3.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 02, 2025	BUY	N/A	1,552 Added 3.23%	49,672 $9.73 Billion
Q3 2024 Oct 01, 2024	BUY	$182.15 - $182.15 $401,822 - $401,822	2,206 Added 4.8%	48,120 $9.53 Billion
Q2 2024 Jul 02, 2024	SELL	$173.33 - $185.29 $1.14 Million - $1.22 Million	-6,594 Reduced 12.56%	45,914 $8.38 Billion
Q1 2024 Apr 01, 2024	SELL	$168.47 - $182.98 $5.67 Million - $6.16 Million	-33,678 Reduced 39.08%	52,508 $9.59 Billion
Q4 2023 Jan 02, 2024	BUY	$150.16 - $171.16 $4.55 Million - $5.19 Million	30,308 Added 54.24%	86,186 $14.7 Billion
Q3 2023 Oct 20, 2023	SELL	$155.38 - $166.95 $1.49 Million - $1.6 Million	-9,565 Reduced 14.62%	55,878 $8.68 Billion
Q2 2023 Jul 05, 2023	BUY	$152.74 - $162.43 $466,773 - $496,386	3,056 Added 4.9%	65,443 $10.6 Billion
Q1 2023 Apr 03, 2023	BUY	$147.24 - $158.33 $497,818 - $535,313	3,381 Added 5.73%	62,387 $9.61 Billion
Q4 2022 Jan 17, 2023	BUY	$144.84 - $158.71 $8.55 Million - $9.36 Million	59,006 New	59,006 $8.96 Billion

Others Institutions Holding VIG

# of Institutions

2,489

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

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 Strategies & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Strategies & Associates with notifications on news.

Account

Global Wealth Strategies & Associates Vanguard Dividend Appreciation Transaction History