Masso Torrence Wealth Management Inc. Vanguard Dividend Appreciation Transaction History

Masso Torrence Wealth Management Inc.

$177 Million
Q3 2024

A detailed history of Masso Torrence Wealth Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 3,225 shares of VIG stock, worth $587,433. This represents 0.33% of its overall portfolio holdings.

Number of Shares

3,225

Previous 3,330 3.15%

Holding current value

$587,433

Previous $607,000 3.29%

% of portfolio

0.33%

Previous 0.35%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$182.15 - $182.15 $19,125 - $19,125	-105 Reduced 3.15%	3,225 $587,000
Q2 2024 Jul 22, 2024	SELL	$173.33 - $185.29 $4,333 - $4,632	-25 Reduced 0.75%	3,330 $607,000
Q1 2024 Apr 23, 2024	SELL	$168.47 - $182.98 $31,840 - $34,583	-189 Reduced 5.33%	3,355 $612,000
Q4 2023 Feb 01, 2024	BUY	$150.16 - $171.16 $150 - $171	1 Added 0.03%	3,544 $603,000
Q2 2023 Aug 11, 2023	SELL	$152.74 - $162.43 $143,881 - $153,009	-942 Reduced 21.0%	3,543 $575,000
Q1 2023 May 12, 2023	SELL	$147.24 - $158.33 $353,817 - $380,466	-2,403 Reduced 34.89%	4,485 $690,000
Q4 2022 Feb 14, 2023	SELL	$144.84 - $158.71 $230,874 - $252,983	-1,594 Reduced 18.79%	6,888 $1.05 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-97 Reduced 1.13%	8,482 $1.15 Million
Q2 2022 Jul 28, 2022	SELL	N/A	-339 Reduced 3.8%	8,579 $1.23 Million
Q1 2022 Apr 26, 2022	SELL	N/A	-314 Reduced 3.4%	8,918 $1.45 Million
Q4 2021 Feb 10, 2022	BUY	N/A	9,232 New	9,232 $1.59 Million

Others Institutions Holding VIG

# of Institutions

2,233

Shares Held

203M

Call Options Held

463K

Put Options Held

229K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Masso Torrence Wealth Management Inc. Vanguard Dividend Appreciation Transaction History