Intergy Private Wealth, LLC Vanguard Dividend Appreciation Transaction History

Intergy Private Wealth, LLC

  • $240 Million
  • Q2 2024

A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 1,603 shares of VIG stock, worth $291,986. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,603
Previous 1,654 3.08%
Holding current value
$291,986
Previous $302,000 3.31%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Jul 15, 2024
SELL
$173.33 - $185.29 $8,839 - $9,449
-51 Reduced 3.08%
1,603 $292,000
Q1 2023

May 03, 2023
SELL
$147.24 - $158.33 $6,773 - $7,283
-46 Reduced 2.71%
1,654 $254,000
Q4 2021

Feb 17, 2022
BUY
N/A
1,700 New
1,700 $292,000

Others Institutions Holding VIG

# of Institutions
2,188
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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