Mbe Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Mbe Wealth Management, LLC

  • $175 Million
  • Q3 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 2,575 shares of VIG stock, worth $469,036. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,575
Previous 2,582 0.27%
Holding current value
$469,036
Previous $471,000 0.42%
% of portfolio
0.27%
Previous 0.29%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$182.15 - $182.15 $1,275 - $1,275
-7 Reduced 0.27%
2,575 $469,000
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
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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

Track Mbe Wealth Management, LLC Portfolio

Follow Mbe Wealth Management, LLC 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 Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbe Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email