High Mark Wealth Management LLC Vanguard Dividend Appreciation Transaction History

High Mark Wealth Management LLC

  • $173 Million
  • Q4 2024

A detailed history of High Mark Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, High Mark Wealth Management LLC holds 184 shares of VIG stock, worth $33,515. This represents 0.02% of its overall portfolio holdings.

Number of Shares
184
Previous 182 1.1%
Holding current value
$33,515
Previous $33,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
N/A
2 Added 1.1%
184 $33,000
Q3 2024

Oct 17, 2024
SELL
$182.15 - $182.15 $364 - $364
-2 Reduced 1.09%
182 $33,000
Q2 2024

Jul 29, 2024
BUY
$173.33 - $185.29 $25,132 - $26,867
145 Added 371.79%
184 $33,000
Q4 2023

Jan 22, 2024
BUY
$150.16 - $171.16 $5,856 - $6,675
39 New
39 $6,000

Others Institutions Holding VIG

# of Institutions
2,495
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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