Litman Gregory Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 39,041 shares of VIG stock, worth $7.11 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
39,041
Previous 39,041 -0.0%
Holding current value
$7.11 Million
Previous $7.13 Million 0.21%
% of portfolio
0.6%
Previous 0.63%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$173.33 - $185.29 $4,506 - $4,817
-26 Reduced 0.07%
39,041 $7.13 Million
Q2 2023

Aug 09, 2023
BUY
$152.74 - $162.43 $5.97 Million - $6.35 Million
39,067 New
39,067 $6.35 Million
Q3 2022

Oct 13, 2022
SELL
N/A
-6 Reduced 0.01%
41,774 $5.65 Million
Q1 2022

May 04, 2022
BUY
N/A
13 Added 0.03%
41,780 $6.78 Million
Q4 2021

Feb 10, 2022
SELL
N/A
-270 Reduced 0.64%
41,767 $7.17 Million
Q3 2021

Nov 03, 2021
BUY
N/A
35,566 Added 549.62%
42,037 $6.46 Million
Q2 2021

Jul 27, 2021
SELL
N/A
-35,676 Reduced 84.65%
6,471 $6.47 Million
Q1 2021

May 10, 2021
SELL
N/A
-401 Reduced 0.94%
42,147 $6.2 Million
Q3 2020

Nov 03, 2020
SELL
N/A
-789 Reduced 1.82%
42,548 $5.47 Million
Q1 2020

Apr 28, 2020
SELL
N/A
-1,363 Reduced 3.05%
43,337 $4.48 Million
Q4 2019

Jan 30, 2020
BUY
N/A
114 Added 0.26%
44,700 $5.57 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-1,496 Reduced 3.25%
44,586 $5.14 Million
Q1 2019

Apr 30, 2019
SELL
N/A
-2,018 Reduced 4.2%
46,082 $5.05 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-1,900 Reduced 3.8%
48,100 $4.71 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-2,840 Reduced 5.37%
50,000 $5.54 Million
Q2 2018

Aug 09, 2018
SELL
N/A
-101 Reduced 0.19%
52,840 $5.37 Million
Q1 2018

May 07, 2018
BUY
N/A
18,395 Added 53.25%
52,941 $5.35 Million
Q4 2017

Jan 30, 2018
BUY
N/A
7,280 Added 26.7%
34,546 $3.53 Million
Q3 2017

Nov 09, 2017
BUY
N/A
27,266
27,266 $2.59 Million

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
Track This Portfolio

Track Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email