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 30,719 shares of VIG stock, worth $5.6 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
30,719
Previous 30,676 0.14%
Holding current value
$5.6 Million
Previous $5.6 Million 0.11%
% of portfolio
0.74%
Previous 0.78%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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