Mbe Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Mbe Wealth Management, LLC

  • $160 Million
  • Q2 2024

A detailed history of Mbe Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 2,582 shares of VIG stock, worth $470,311. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,582
Previous 2,582 -0.0%
Holding current value
$470,311
Previous $471,000 -0.0%
% of portfolio
0.29%
Previous 0.3%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
SELL
$150.16 - $171.16 $9,910 - $11,296
-66 Reduced 2.49%
2,582 $439,000
Q3 2023

Oct 16, 2023
SELL
$155.38 - $166.95 $1,087 - $1,168
-7 Reduced 0.26%
2,648 $411,000
Q2 2023

Jul 17, 2023
SELL
$152.74 - $162.43 $6,567 - $6,984
-43 Reduced 1.59%
2,655 $431,000
Q4 2022

Jan 17, 2023
BUY
$144.84 - $158.71 $5,214 - $5,713
36 Added 1.35%
2,698 $0
Q3 2022

Oct 20, 2022
BUY
N/A
36 Added 1.37%
2,662 $360,000
Q2 2022

Jul 19, 2022
SELL
N/A
-47 Reduced 1.76%
2,626 $377,000
Q1 2022

Apr 20, 2022
SELL
N/A
-50 Reduced 1.84%
2,673 $433,000
Q3 2021

Oct 25, 2021
SELL
N/A
-517 Reduced 15.96%
2,723 $418,000
Q2 2021

Jul 19, 2021
SELL
N/A
-1,441 Reduced 30.78%
3,240 $502,000
Q1 2021

Apr 26, 2021
SELL
N/A
-165 Reduced 3.4%
4,681 $688,000
Q4 2020

Jan 19, 2021
BUY
N/A
2,525 Added 108.79%
4,846 $684,000
Q4 2019

Jan 30, 2020
BUY
N/A
2,321 New
2,321 $289,000

Others Institutions Holding VIG

# of Institutions
2,188
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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