Masso Torrence Wealth Management Inc. Vanguard Dividend Appreciation Transaction History

Masso Torrence Wealth Management Inc.

$161 Million
Q1 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 3,355 shares of VIG stock, worth $611,113. This represents 0.38% of its overall portfolio holdings.

Number of Shares

3,355

Previous 3,544 5.33%

Holding current value

$611,113

Previous $603,000 1.49%

% of portfolio

0.38%

Previous 0.42%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,142

Shares Held

192M

Call Options Held

652K

Put Options Held

272K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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