Iag Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Iag Wealth Partners, LLC

  • $535 Million
  • Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 37,621 shares of VIG stock, worth $6.85 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
37,621
Previous 39,647 5.11%
Holding current value
$6.85 Million
Previous $7.24 Million 5.32%
% of portfolio
1.28%
Previous 1.46%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$182.15 - $182.15 $369,035 - $369,035
-2,026 Reduced 5.11%
37,621 $6.85 Million
Q2 2024

Jul 16, 2024
SELL
$173.33 - $185.29 $260,168 - $278,120
-1,501 Reduced 3.65%
39,647 $7.24 Million
Q1 2024

Apr 24, 2024
SELL
$168.47 - $182.98 $469,357 - $509,782
-2,786 Reduced 6.34%
41,148 $7.51 Million
Q4 2023

Feb 02, 2024
SELL
$150.16 - $171.16 $407,984 - $465,041
-2,717 Reduced 5.82%
43,934 $7.49 Million
Q3 2023

Oct 24, 2023
SELL
$155.38 - $166.95 $398,083 - $427,725
-2,562 Reduced 5.21%
46,651 $7.25 Million
Q2 2023

Aug 10, 2023
SELL
$152.74 - $162.43 $281,958 - $299,845
-1,846 Reduced 3.62%
49,213 $7.99 Million
Q1 2023

Apr 25, 2023
SELL
$147.24 - $158.33 $3.09 Million - $3.33 Million
-21,011 Reduced 29.15%
51,059 $7.86 Million
Q4 2022

Feb 08, 2023
BUY
$144.84 - $158.71 $249,849 - $273,774
1,725 Added 2.45%
72,070 $10.9 Million
Q3 2022

Oct 26, 2022
SELL
N/A
-368 Reduced 0.52%
70,345 $9.51 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-261 Reduced 0.37%
70,713 $10.1 Million
Q1 2022

May 04, 2022
BUY
N/A
1,262 Added 1.81%
70,974 $11.5 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-881 Reduced 1.25%
69,712 $12 Million
Q3 2021

Nov 04, 2021
BUY
N/A
407 Added 0.58%
70,593 $10.8 Million
Q2 2021

Aug 04, 2021
SELL
N/A
-1,335 Reduced 1.87%
70,186 $10.9 Million
Q1 2021

Apr 29, 2021
BUY
N/A
945 Added 1.34%
71,521 $10.5 Million
Q4 2020

Feb 11, 2021
SELL
N/A
-1,993 Reduced 2.75%
70,576 $9.96 Million
Q3 2020

Feb 11, 2021
BUY
N/A
595 Added 0.83%
72,569 $9.34 Million
Q2 2020

Feb 11, 2021
BUY
N/A
3,008 Added 4.36%
71,974 $8.43 Million
Q1 2020

Feb 11, 2021
BUY
N/A
14,162 Added 25.84%
68,966 $7.13 Million
Q4 2019

Feb 11, 2021
BUY
N/A
54,804 New
54,804 $6.83 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

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

Track Iag Wealth Partners, LLC Portfolio

Follow Iag Wealth Partners, 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 Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email