Measured Wealth Private Client Group, LLC Vanguard Dividend Appreciation Transaction History

Measured Wealth Private Client Group, LLC

  • $296 Million
  • Q3 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 1,824 shares of VIG stock, worth $332,241. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,824
Previous 1,824 -0.0%
Holding current value
$332,241
Previous $332,000 -0.0%
% of portfolio
0.11%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 23, 2023
SELL
$144.84 - $158.71 $114,278 - $125,222
-789 Reduced 30.2%
1,824 $0
Q2 2022

Jul 25, 2022
BUY
N/A
16 Added 0.62%
2,613 $375,000
Q2 2021

Aug 05, 2021
SELL
N/A
-20 Reduced 0.76%
2,597 $402,000
Q3 2020

Oct 15, 2020
BUY
N/A
68 Added 2.67%
2,617 $337,000
Q1 2020

Apr 22, 2020
SELL
N/A
-40 Reduced 1.54%
2,549 $264,000
Q4 2019

Jan 15, 2020
SELL
N/A
-65 Reduced 2.45%
2,589 $323,000
Q3 2019

Oct 11, 2019
SELL
N/A
-1,013 Reduced 27.62%
2,654 $317,000
Q2 2019

Jul 26, 2019
SELL
N/A
-242 Reduced 6.19%
3,667 $422,000
Q1 2019

May 07, 2019
BUY
N/A
2 Added 0.05%
3,909 $429,000
Q4 2018

Feb 07, 2019
SELL
N/A
-7 Reduced 0.18%
3,907 $383,000
Q3 2018

Nov 14, 2018
SELL
N/A
-35 Reduced 0.89%
3,914 $433,000
Q2 2018

Aug 14, 2018
SELL
N/A
-1,866 Reduced 32.09%
3,949 $401,000
Q3 2017

Feb 15, 2018
BUY
N/A
5,815
5,815 $551,000

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 Measured Wealth Private Client Group, LLC Portfolio

Follow Measured Wealth Private Client Group, 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 Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email