Masso Torrence Wealth Management Inc. Vanguard Dividend Appreciation Transaction History

Masso Torrence Wealth Management Inc.

  • $178 Million
  • Q4 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 3,026 shares of VIG stock, worth $551,185. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,026
Previous 3,225 6.17%
Holding current value
$551,185
Previous $587,000 6.13%
% of portfolio
0.31%
Previous 0.33%

Shares

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

Jan 23, 2025
SELL
N/A
-199 Reduced 6.17%
3,026 $551,000
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
2,497
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
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