Insight Wealth Strategies, LLC Vanguard Dividend Appreciation Transaction History

Insight Wealth Strategies, LLC

  • $699 Million
  • Q2 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 3,635 shares of VIG stock, worth $662,115. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,635
Previous 3,012 20.68%
Holding current value
$662,115
Previous $550,000 20.55%
% of portfolio
0.09%
Previous 0.08%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024
BUY
$173.33 - $185.29 $107,984 - $115,435
623 Added 20.68%
3,635 $663,000
Q1 2024

Apr 05, 2024
BUY
$168.47 - $182.98 $1,853 - $2,012
11 Added 0.37%
3,012 $550,000
Q4 2023

Jan 12, 2024
BUY
$150.16 - $171.16 $164,124 - $187,077
1,093 Added 57.29%
3,001 $511,000
Q3 2023

Oct 13, 2023
SELL
$155.38 - $166.95 $4,816 - $5,175
-31 Reduced 1.6%
1,908 $296,000
Q2 2023

Jul 14, 2023
SELL
$152.74 - $162.43 $2,749 - $2,923
-18 Reduced 0.92%
1,939 $314,000
Q1 2023

Apr 06, 2023
BUY
$147.24 - $158.33 $147 - $158
1 Added 0.05%
1,957 $301,000
Q4 2022

Jan 06, 2023
BUY
$144.84 - $158.71 $1,303 - $1,428
9 Added 0.46%
1,956 $0
Q2 2022

Jul 01, 2022
BUY
N/A
4 Added 0.21%
1,947 $279,000
Q1 2022

Apr 12, 2022
BUY
N/A
1,943 New
1,943 $315,000
Q4 2021

Jan 31, 2022
SELL
N/A
-1,378 Closed
0 $0
Q3 2021

Oct 28, 2021
SELL
N/A
-1 Reduced 0.07%
1,378 $212,000
Q2 2021

Aug 12, 2021
BUY
N/A
3 Added 0.22%
1,379 $213,000
Q1 2021

May 12, 2021
BUY
N/A
1,376 New
1,376 $202,000
Q1 2020

Apr 21, 2020
SELL
N/A
-2,176 Closed
0 $0
Q4 2019

Feb 21, 2020
BUY
N/A
346 Added 18.91%
2,176 $271,000
Q3 2019

Nov 06, 2019
BUY
N/A
1,830 New
1,830 $219,000

Others Institutions Holding VIG

# of Institutions
2,141
Shares Held
191M
Call Options Held
652K
Put Options Held
72.3K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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