Jgp Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Jgp Wealth Management, LLC

  • $774 Million
  • Q3 2024

A detailed history of Jgp Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 3,502 shares of VIG stock, worth $637,889. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,502
Previous 3,451 1.48%
Holding current value
$637,889
Previous $629,000 1.27%
% of portfolio
0.08%
Previous 0.09%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$182.15 - $182.15 $9,289 - $9,289
51 Added 1.48%
3,502 $637,000
Q2 2024

Jul 12, 2024
SELL
$173.33 - $185.29 $164,143 - $175,469
-947 Reduced 21.53%
3,451 $629,000
Q1 2024

Apr 24, 2024
SELL
$168.47 - $182.98 $394,725 - $428,722
-2,343 Reduced 34.76%
4,398 $803,000
Q4 2023

Jan 10, 2024
SELL
$150.16 - $171.16 $1.89 Million - $2.15 Million
-12,559 Reduced 65.07%
6,741 $1.15 Million
Q3 2023

Oct 19, 2023
SELL
$155.38 - $166.95 $297,397 - $319,542
-1,914 Reduced 9.02%
19,300 $3 Million
Q2 2023

Aug 10, 2023
BUY
$152.74 - $162.43 $305,021 - $324,372
1,997 Added 10.39%
21,214 $3.45 Million
Q1 2023

Apr 14, 2023
SELL
$147.24 - $158.33 $6,920 - $7,441
-47 Reduced 0.24%
19,217 $2.96 Million
Q4 2022

Feb 09, 2023
BUY
$144.84 - $158.71 $98,201 - $107,605
678 Added 3.65%
19,264 $2.93 Million
Q3 2022

Oct 14, 2022
BUY
N/A
1,218 Added 7.01%
18,586 $2.55 Million
Q2 2022

Jul 19, 2022
BUY
N/A
501 Added 2.97%
17,368 $2.52 Million
Q1 2022

Apr 20, 2022
BUY
N/A
1,512 Added 9.85%
16,867 $2.74 Million
Q4 2021

Jan 18, 2022
BUY
N/A
349 Added 2.33%
15,355 $2.62 Million
Q3 2021

Oct 13, 2021
BUY
N/A
493 Added 3.4%
15,006 $2.31 Million
Q2 2021

Aug 12, 2021
SELL
N/A
-18,659 Reduced 56.25%
14,513 $2.25 Million
Q1 2021

Apr 28, 2021
BUY
N/A
1,740 Added 5.54%
33,172 $4.88 Million
Q4 2020

Feb 10, 2021
BUY
N/A
527 Added 1.71%
31,432 $4.44 Million
Q3 2020

Oct 13, 2020
BUY
N/A
142 Added 0.46%
30,905 $4.06 Million
Q2 2020

Jul 13, 2020
BUY
N/A
18,979 Added 161.06%
30,763 $3.66 Million
Q1 2020

Apr 14, 2020
BUY
N/A
1,300 Added 12.4%
11,784 $1.31 Million
Q4 2019

Jan 09, 2020
BUY
N/A
174 Added 1.69%
10,484 $1.31 Million
Q3 2019

Oct 24, 2019
BUY
N/A
136 Added 1.34%
10,310 $1.2 Million
Q2 2019

Jul 15, 2019
BUY
N/A
531 Added 5.51%
10,174 $1.17 Million
Q1 2019

May 13, 2019
BUY
N/A
1,927 Added 24.97%
9,643 $1.06 Million
Q4 2018

Jan 17, 2019
BUY
N/A
1,649 Added 27.18%
7,716 $756,000
Q3 2018

Nov 27, 2018
BUY
N/A
2,012 Added 49.62%
6,067 $674,000
Q2 2018

Aug 10, 2018
BUY
N/A
4,055 New
4,055 $412,000

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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