Jackson Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Jackson Wealth Management, LLC

  • $340 Million
  • Q2 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$150.16 - $171.16 $161,121 - $183,654
-1,073 Reduced 1.84%
57,277 $9.76 Million
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $273,934 - $294,332
1,763 Added 3.12%
58,350 $9.07 Million
Q2 2023

Aug 02, 2023
BUY
$152.74 - $162.43 $8.64 Million - $9.19 Million
56,587 New
56,587 $9.19 Million
Q3 2022

Nov 14, 2022
BUY
N/A
42,753 Added 146.3%
71,976 $9.73 Million
Q2 2022

Aug 01, 2022
BUY
N/A
29,223 New
29,223 $4.19 Million
Q1 2020

May 13, 2020
SELL
N/A
-18,841 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
N/A
325 Added 1.76%
18,841 $2.41 Million
Q3 2019

Nov 07, 2019
SELL
N/A
-396 Reduced 2.09%
18,516 $2.18 Million
Q2 2019

Jul 12, 2019
SELL
N/A
-1,514 Reduced 7.41%
18,912 $2.22 Million
Q1 2019

May 09, 2019
SELL
N/A
-1,651 Reduced 7.48%
20,426 $2.24 Million
Q4 2018

Jan 24, 2019
BUY
N/A
22,077 New
22,077 $2.1 Million

Others Institutions Holding VIG

# of Institutions
2,192
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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