Kingsview Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 84,665 shares of VIG stock, worth $15.4 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

84,665

Previous 84,421 0.29%

Holding current value

$15.4 Million

Previous $15.4 Million 0.06%

% of portfolio

0.35%

Previous 0.39%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$182.15 - $182.15 $44,444 - $44,444	244 Added 0.29%	84,665 $15.4 Million
Q2 2024 Aug 14, 2024	BUY	$173.33 - $185.29 $1.18 Million - $1.26 Million	6,804 Added 8.77%	84,421 $15.4 Million
Q1 2024 May 09, 2024	BUY	$168.47 - $182.98 $1.06 Million - $1.15 Million	6,300 Added 8.83%	77,617 $14.2 Million
Q4 2023 Feb 08, 2024	SELL	$150.16 - $171.16 $350,923 - $400,000	-2,337 Reduced 3.17%	71,317 $12.2 Million
Q3 2023 Nov 07, 2023	BUY	$155.38 - $166.95 $1.13 Million - $1.21 Million	7,241 Added 10.9%	73,654 $11.4 Million
Q2 2023 Aug 10, 2023	SELL	$152.74 - $162.43 $941,947 - $1 Million	-6,167 Reduced 8.5%	66,413 $10.8 Million
Q1 2023 May 15, 2023	SELL	$147.24 - $158.33 $392,247 - $421,791	-2,664 Reduced 3.54%	72,580 $11.2 Million
Q4 2022 Feb 13, 2023	BUY	$144.84 - $158.71 $463,777 - $508,189	3,202 Added 4.44%	75,244 $11.4 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-16,629 Reduced 18.75%	72,042 $9.74 Million
Q2 2022 Aug 16, 2022	SELL	N/A	-3,178 Reduced 3.46%	88,671 $12.7 Million
Q1 2022 Feb 08, 2024	BUY	N/A	23,518 Added 32.98%	94,835 $0
Q4 2021 Feb 17, 2022	BUY	N/A	2,653 Added 2.97%	91,849 $15.8 Million
Q3 2021 Dec 03, 2021	BUY	N/A	3,122 Added 3.63%	89,196 $13.7 Million
Q2 2021 Aug 17, 2021	BUY	N/A	4,688 Added 5.76%	86,074 $13.4 Million
Q1 2021 May 24, 2021	BUY	N/A	8,475 Added 11.62%	81,386 $12.1 Million
Q4 2020 Feb 16, 2021	BUY	N/A	18,368 Added 33.68%	72,911 $10.3 Million
Q3 2020 Nov 19, 2020	BUY	N/A	676 Added 1.25%	54,543 $7.02 Million
Q2 2020 Aug 14, 2020	BUY	N/A	1,296 Added 2.47%	53,867 $6.31 Million
Q1 2020 May 11, 2020	BUY	N/A	9,530 Added 22.14%	52,571 $5.44 Million
Q4 2019 Jan 31, 2020	BUY	N/A	29,556 Added 219.18%	43,041 $5.37 Million
Q4 2019 Jan 30, 2020	SELL	N/A	-29,130 Reduced 68.36%	13,485 $1.38 Million
Q3 2019 Jan 29, 2020	BUY	N/A	7,896 Added 22.74%	42,615 $5.1 Million
Q2 2019 Jan 29, 2020	BUY	N/A	1,794 Added 5.45%	34,719 $4 Million
Q1 2019 Jan 29, 2020	BUY	N/A	2,747 Added 9.1%	32,925 $3.61 Million
Q4 2018 Jan 29, 2020	BUY	N/A	6,043 Added 25.04%	30,178 $2.96 Million
Q3 2018 Jan 29, 2020	BUY	N/A	7,183 Added 42.37%	24,135 $2.67 Million
Q2 2018 Jan 29, 2020	BUY	N/A	1,429 Added 9.21%	16,952 $1.72 Million
Q1 2018 Jan 29, 2020	BUY	N/A	2,038 Added 15.11%	15,523 $1.57 Million
Q4 2017 Jan 29, 2020	BUY	N/A	4,298 Added 46.78%	13,485 $1.38 Million
Q3 2017 Jan 29, 2020	BUY	N/A	4,696 Added 104.56%	9,187 $871,000
Q2 2017 Jan 29, 2020	BUY	N/A	202 Added 4.71%	4,491 $416,000
Q1 2017 Jan 29, 2020	BUY	N/A	4,289	4,289 $386,000

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

Ticker VIG
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Kingsview Wealth Management, LLC Vanguard Dividend Appreciation Transaction History