Guardian Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Guardian Wealth Advisors, LLC

$838 Million
Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 29,641 shares of VIG stock, worth $5.4 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

29,641

Previous 30,719 3.51%

Holding current value

$5.4 Million

Previous $5.61 Million 3.71%

% of portfolio

0.64%

Previous 0.74%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$182.15 - $182.15 $196,357 - $196,357	-1,078 Reduced 3.51%	29,641 $5.4 Million
Q2 2024 Aug 14, 2024	BUY	$173.33 - $185.29 $7,453 - $7,967	43 Added 0.14%	30,719 $5.61 Million
Q1 2024 May 15, 2024	BUY	$168.47 - $182.98 $394,051 - $427,990	2,339 Added 8.25%	30,676 $5.6 Million
Q4 2023 Feb 14, 2024	SELL	$150.16 - $171.16 $54,057 - $61,617	-360 Reduced 1.25%	28,337 $4.83 Million
Q3 2023 Nov 14, 2023	BUY	$155.38 - $166.95 $5,282 - $5,676	34 Added 0.12%	28,697 $4.46 Million
Q2 2023 Aug 14, 2023	BUY	$152.74 - $162.43 $172,596 - $183,545	1,130 Added 4.1%	28,663 $4.66 Million
Q1 2023 May 15, 2023	SELL	$147.24 - $158.33 $180,957 - $194,587	-1,229 Reduced 4.27%	27,533 $4.24 Million
Q4 2022 Feb 14, 2023	SELL	$144.84 - $158.71 $52,432 - $57,453	-362 Reduced 1.24%	28,762 $4.37 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-320 Reduced 1.09%	29,124 $3.94 Million
Q2 2022 Aug 15, 2022	BUY	N/A	29,444 New	29,444 $4.22 Million

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

Ticker VIG
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Guardian Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History