Madison Wealth Partners, Inc Vanguard Dividend Appreciation Transaction History

Madison Wealth Partners, Inc

  • $345 Million
  • Q4 2024

A detailed history of Madison Wealth Partners, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 22,745 shares of VIG stock, worth $4.14 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
22,745
Previous 22,943 0.86%
Holding current value
$4.14 Million
Previous $4.18 Million 0.86%
% of portfolio
1.2%
Previous 1.28%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
N/A
-198 Reduced 0.86%
22,745 $4.14 Million
Q3 2024

Oct 24, 2024
BUY
$182.15 - $182.15 $2.76 Million - $2.76 Million
15,176 Added 195.39%
22,943 $4.18 Million
Q2 2024

Aug 09, 2024
BUY
$173.33 - $185.29 $111,451 - $119,141
643 Added 9.03%
7,767 $1.42 Million
Q1 2024

Apr 29, 2024
SELL
$168.47 - $182.98 $68,904 - $74,838
-409 Reduced 5.43%
7,124 $1.3 Million
Q4 2023

Feb 12, 2024
BUY
$150.16 - $171.16 $173,434 - $197,689
1,155 Added 18.11%
7,533 $1.28 Million
Q3 2023

Nov 01, 2023
SELL
$155.38 - $166.95 $11,964 - $12,855
-77 Reduced 1.19%
6,378 $991,000
Q2 2023

Jul 20, 2023
SELL
$152.74 - $162.43 $71,176 - $75,692
-466 Reduced 6.73%
6,455 $1.05 Million
Q1 2023

Apr 20, 2023
SELL
$147.24 - $158.33 $8,392 - $9,024
-57 Reduced 0.82%
6,921 $1.07 Million
Q4 2022

Jan 24, 2023
SELL
$144.84 - $158.71 $3,765 - $4,126
-26 Reduced 0.37%
6,978 $0
Q3 2022

Oct 24, 2022
SELL
N/A
-280 Reduced 3.84%
7,004 $947,000
Q2 2022

Jul 22, 2022
BUY
N/A
1,997 Added 37.77%
7,284 $1.05 Million
Q1 2022

May 02, 2022
BUY
N/A
2,153 Added 68.7%
5,287 $857,000
Q4 2021

Jan 19, 2022
BUY
N/A
135 Added 4.5%
3,134 $538,000
Q3 2021

Nov 09, 2021
BUY
N/A
70 Added 2.39%
2,999 $461,000
Q2 2021

Jul 19, 2021
BUY
N/A
2,929 New
2,929 $453,000

Others Institutions Holding VIG

# of Institutions
2,484
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Madison Wealth Partners, Inc Portfolio

Follow Madison Wealth Partners, Inc 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 Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email