Jeppson Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Jeppson Wealth Management, LLC

$279 Million
Q3 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 2,177 shares of VIG stock, worth $396,540. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,177

Previous 2,177 -0.0%

Holding current value

$396,540

Previous $397,000 0.25%

% of portfolio

0.14%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$173.33 - $185.29 $4,333 - $4,632	-25 Reduced 1.14%	2,177 $397,000
Q1 2024 Apr 17, 2024	SELL	$168.47 - $182.98 $10,950 - $11,893	-65 Reduced 2.87%	2,202 $402,000
Q4 2023 Jan 11, 2024	BUY	$150.16 - $171.16 $7,508 - $8,558	50 Added 2.26%	2,267 $386,000
Q3 2023 Oct 25, 2023	SELL	$155.38 - $166.95 $776 - $834	-5 Reduced 0.23%	2,217 $344,000
Q2 2023 Jul 31, 2023	SELL	$152.74 - $162.43 $9,164 - $9,745	-60 Reduced 2.63%	2,222 $360,000
Q1 2023 Apr 27, 2023	SELL	$147.24 - $158.33 $13,546 - $14,566	-92 Reduced 3.88%	2,282 $351,000
Q4 2022 Jan 27, 2023	BUY	$144.84 - $158.71 $50,114 - $54,913	346 Added 17.06%	2,374 $0
Q3 2022 Oct 20, 2022	SELL	N/A	-123 Reduced 5.72%	2,028 $274,000
Q2 2022 Aug 03, 2022	BUY	N/A	2,151 New	2,151 $309,000

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

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Jeppson Wealth Management, LLC Vanguard Dividend Appreciation Transaction History