Meridian Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Meridian Wealth Partners, LLC

$640 Million
Q3 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 3,338 shares of VIG stock, worth $608,016. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,338

Previous 3,371 0.98%

Holding current value

$608,016

Previous $615,000 1.14%

% of portfolio

0.1%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$182.15 - $182.15 $6,010 - $6,010	-33 Reduced 0.98%	3,338 $608,000
Q1 2024 May 10, 2024	SELL	$168.47 - $182.98 $54,921 - $59,651	-326 Reduced 8.82%	3,371 $615,000
Q4 2023 Feb 05, 2024	SELL	$150.16 - $171.16 $1,651 - $1,882	-11 Reduced 0.3%	3,697 $629,000
Q3 2023 Nov 03, 2023	BUY	$155.38 - $166.95 $54,693 - $58,766	352 Added 10.49%	3,708 $576,000
Q1 2023 May 04, 2023	SELL	$147.24 - $158.33 $7,362 - $7,916	-50 Reduced 1.47%	3,356 $516,000
Q1 2022 May 13, 2022	BUY	N/A	1,350 Added 65.66%	3,406 $553,000
Q4 2021 Feb 15, 2022	BUY	N/A	70 Added 3.52%	2,056 $353,000
Q1 2021 May 17, 2021	BUY	N/A	651 Added 48.76%	1,986 $292,000
Q4 2019 Feb 14, 2020	BUY	N/A	1,335 New	1,335 $166,000

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

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Meridian Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History