Iht Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Iht Wealth Management, LLC holds 38,326 shares of VIG stock, worth $6.98 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
38,326
Previous 50,000 23.35%
Holding current value
$6.98 Million
Previous $9.11 Million 23.34%
% of portfolio
0.23%
Previous 0.27%

Shares

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

Feb 14, 2025
SELL
N/A
-11,674 Reduced 23.35%
38,326 $6.98 Million
Q3 2024

Nov 14, 2024
BUY
$182.15 - $182.15 $2.6 Million - $2.6 Million
14,287 Added 40.01%
50,000 $9.11 Million
Q2 2024

Aug 14, 2024
BUY
$173.33 - $185.29 $1.14 Million - $1.22 Million
6,605 Added 22.69%
35,713 $6.52 Million
Q1 2024

May 15, 2024
BUY
$168.47 - $182.98 $1.69 Million - $1.83 Million
10,004 Added 52.37%
29,108 $5.32 Million
Q4 2023

Feb 14, 2024
SELL
$150.16 - $171.16 $11,562 - $13,179
-77 Reduced 0.4%
19,104 $3.26 Million
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $126,634 - $136,064
815 Added 4.44%
19,181 $2.98 Million
Q2 2023

Aug 14, 2023
SELL
$152.74 - $162.43 $707,491 - $752,375
-4,632 Reduced 20.14%
18,366 $2.98 Million
Q1 2023

May 15, 2023
BUY
$147.24 - $158.33 $103,068 - $110,831
700 Added 3.14%
22,998 $3.54 Million
Q4 2022

Feb 14, 2023
SELL
$144.84 - $158.71 $468,557 - $513,426
-3,235 Reduced 12.67%
22,298 $3.39 Million
Q3 2022

Nov 22, 2022
BUY
N/A
4,805 Added 23.18%
25,533 $3.45 Million
Q2 2022

Aug 15, 2022
BUY
N/A
169 Added 0.82%
20,728 $2.97 Million
Q1 2022

May 16, 2022
BUY
N/A
537 Added 2.68%
20,559 $3.33 Million
Q4 2021

Feb 14, 2022
BUY
N/A
885 Added 4.62%
20,022 $3.44 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-8,598 Reduced 31.0%
19,137 $2.94 Million
Q2 2021

Aug 16, 2021
BUY
N/A
7,226 Added 35.23%
27,735 $4.29 Million
Q1 2021

May 18, 2021
BUY
N/A
37 Added 0.18%
20,509 $3.02 Million
Q4 2020

Feb 17, 2021
BUY
N/A
1,581 Added 8.37%
20,472 $2.89 Million
Q3 2020

Nov 19, 2020
BUY
N/A
10,855 Added 135.08%
18,891 $2.43 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-9,212 Reduced 53.41%
8,036 $942,000
Q1 2020

May 13, 2020
BUY
N/A
1,525 Added 9.7%
17,248 $1.78 Million
Q4 2019

Feb 18, 2020
BUY
N/A
2,133 Added 15.7%
15,723 $1.96 Million
Q3 2019

Nov 15, 2019
BUY
N/A
5,936 Added 77.55%
13,590 $1.63 Million
Q2 2019

Aug 12, 2019
BUY
N/A
2,497 Added 48.42%
7,654 $881,000
Q1 2019

May 16, 2019
BUY
N/A
390 Added 8.18%
5,157 $565,000
Q4 2018

Feb 15, 2019
BUY
N/A
1,287 Added 36.98%
4,767 $467,000
Q3 2018

Nov 14, 2018
SELL
N/A
-276 Reduced 7.35%
3,480 $385,000
Q2 2018

Aug 13, 2018
BUY
N/A
1 Added 0.03%
3,756 $382,000
Q1 2018

May 15, 2018
SELL
N/A
-34 Reduced 0.9%
3,755 $371,000
Q4 2017

Feb 14, 2018
BUY
N/A
2,749 Added 264.33%
3,789 $395,000
Q3 2017

Nov 14, 2017
BUY
N/A
1,040
1,040 $99,000

Others Institutions Holding VIG

# of Institutions
2,466
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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