Horizon Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Horizon Wealth Management, LLC

  • $590 Million
  • Q1 2025

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 6,094 shares of VIG stock, worth $1.11 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,094
Previous 6,093 0.02%
Holding current value
$1.11 Million
Previous $1.11 Million 0.09%
% of portfolio
0.19%
Previous 0.19%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
N/A
1 Added 0.02%
6,094 $1.11 Million
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
2,497
Shares Held
234M
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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