Horizon Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Horizon Wealth Management, LLC

  • $573 Million
  • Q4 2024

A detailed history of Horizon Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 6,093 shares of VIG stock, worth $1.11 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,093
Previous 6,117 0.39%
Holding current value
$1.11 Million
Previous $1.11 Million 0.45%
% of portfolio
0.19%
Previous 0.22%

Shares

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

Jan 13, 2025
SELL
N/A
-24 Reduced 0.39%
6,093 $1.11 Million
Q3 2024

Oct 16, 2024
BUY
$182.15 - $182.15 $182 - $182
1 Added 0.02%
6,117 $1.11 Million
Q2 2024

Jul 19, 2024
BUY
$173.33 - $185.29 $28,426 - $30,387
164 Added 2.76%
6,116 $1.12 Million
Q1 2024

Apr 18, 2024
SELL
$168.47 - $182.98 $3,706 - $4,025
-22 Reduced 0.37%
5,952 $1.09 Million
Q4 2023

Jan 22, 2024
SELL
$150.16 - $171.16 $1,501 - $1,711
-10 Reduced 0.17%
5,974 $1.02 Million
Q3 2023

Oct 24, 2023
SELL
$155.38 - $166.95 $167,033 - $179,471
-1,075 Reduced 15.23%
5,984 $929,000
Q2 2023

Jul 31, 2023
SELL
$152.74 - $162.43 $9,317 - $9,908
-61 Reduced 0.86%
7,059 $1.15 Million
Q1 2023

May 11, 2023
SELL
$147.24 - $158.33 $640,052 - $688,260
-4,347 Reduced 37.91%
7,120 $1.1 Million
Q4 2022

Feb 09, 2023
SELL
$144.84 - $158.71 $171,200 - $187,595
-1,182 Reduced 9.34%
11,467 $1.74 Million
Q3 2022

Nov 18, 2022
SELL
N/A
-1,773 Reduced 12.29%
12,649 $1.71 Million
Q2 2022

Aug 02, 2022
BUY
N/A
6,846 Added 90.36%
14,422 $2.07 Million
Q1 2022

May 12, 2022
BUY
N/A
38 Added 0.5%
7,576 $1.23 Million
Q4 2021

Feb 14, 2022
BUY
N/A
7,538 New
7,538 $1.3 Million

Others Institutions Holding VIG

# of Institutions
2,332
Shares Held
211M
Call Options Held
551K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Horizon Wealth Management, LLC Portfolio

Follow Horizon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horizon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email