Jeppson Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Jeppson Wealth Management, LLC

$262 Million
Q2 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 0.15% of its overall portfolio holdings.

Number of Shares

2,177

Previous 2,202 1.14%

Holding current value

$396,540

Previous $402,000 1.24%

% of portfolio

0.15%

Previous 0.16%

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

2,192

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.

Account

Jeppson Wealth Management, LLC Vanguard Dividend Appreciation Transaction History