Liberty Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Liberty Wealth Management LLC holds 2,149 shares of VIG stock, worth $391,440. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,149
Previous 2,312 7.05%
Holding current value
$391,440
Previous $372,000 5.11%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 01, 2024
SELL
$182.15 - $182.15 $29,690 - $29,690
-163 Reduced 7.05%
2,149 $391,000
Q2 2024

Aug 06, 2024
BUY
$173.33 - $185.29 $41,425 - $44,284
239 Added 11.53%
2,312 $372,000
Q1 2024

May 02, 2024
BUY
$168.47 - $182.98 $336,434 - $365,411
1,997 Added 2627.63%
2,073 $379,000
Q4 2023

Feb 08, 2024
SELL
$150.16 - $171.16 $338,010 - $385,281
-2,251 Reduced 96.73%
76 $12,000
Q3 2023

Nov 13, 2023
SELL
$155.38 - $166.95 $51,430 - $55,260
-331 Reduced 12.45%
2,327 $362,000
Q1 2023

May 03, 2023
BUY
$147.24 - $158.33 $88,932 - $95,631
604 Added 29.41%
2,658 $409,000
Q3 2022

Nov 15, 2022
BUY
N/A
178 Added 9.49%
2,054 $277,000
Q2 2022

Aug 15, 2022
BUY
N/A
8 Added 0.43%
1,876 $269,000
Q1 2022

May 09, 2022
SELL
N/A
-31 Reduced 1.63%
1,868 $303,000
Q4 2021

Feb 15, 2022
BUY
N/A
42 Added 2.26%
1,899 $326,000
Q3 2021

Nov 15, 2021
BUY
N/A
7 Added 0.38%
1,857 $285,000
Q2 2021

Aug 13, 2021
SELL
N/A
-284,496 Reduced 99.35%
1,850 $286,000
Q2 2021

Aug 13, 2021
BUY
N/A
285,052 Added 22028.75%
286,346 $1.85 Million
Q4 2020

Feb 09, 2021
SELL
N/A
-266 Reduced 17.05%
1,294 $179,000
Q3 2020

Nov 05, 2020
BUY
N/A
507 Added 48.15%
1,560 $201,000
Q1 2020

Apr 27, 2020
BUY
N/A
4 Added 0.38%
1,053 $109,000
Q4 2019

Feb 05, 2020
BUY
N/A
177 Added 20.3%
1,049 $131,000
Q3 2019

Oct 30, 2019
BUY
N/A
300 Added 52.45%
872 $104,000
Q2 2019

Jul 30, 2019
BUY
N/A
101 Added 21.44%
572 $66,000
Q4 2018

Mar 26, 2019
BUY
N/A
471 New
471 $46,000

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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