Merriman Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Merriman Wealth Management, LLC

  • $2.36 Billion
  • Q3 2024

A detailed history of Merriman Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 2,991 shares of VIG stock, worth $544,810. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,991
Previous 3,065 2.41%
Holding current value
$544,810
Previous $559,000 2.68%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 12, 2024
SELL
$182.15 - $182.15 $13,479 - $13,479
-74 Reduced 2.41%
2,991 $544,000
Q4 2023

Feb 13, 2024
SELL
$150.16 - $171.16 $300 - $342
-2 Reduced 0.07%
3,065 $522,000
Q3 2023

Nov 13, 2023
SELL
$155.38 - $166.95 $6,370 - $6,844
-41 Reduced 1.32%
3,067 $476,000
Q2 2023

Aug 14, 2023
SELL
$152.74 - $162.43 $6,720 - $7,146
-44 Reduced 1.4%
3,108 $504,000
Q1 2023

May 04, 2023
SELL
$147.24 - $158.33 $90,552 - $97,372
-615 Reduced 16.33%
3,152 $485,000
Q4 2022

Feb 13, 2023
SELL
$144.84 - $158.71 $206,976 - $226,796
-1,429 Reduced 27.5%
3,767 $572,000
Q3 2022

Oct 26, 2022
SELL
N/A
-174 Reduced 3.24%
5,196 $702,000
Q2 2022

Jul 29, 2022
BUY
N/A
197 Added 3.81%
5,370 $0
Q1 2022

Apr 28, 2022
BUY
N/A
48 Added 0.94%
5,173 $839,000
Q4 2021

Feb 01, 2022
BUY
N/A
2,058 Added 67.1%
5,125 $880,000
Q4 2021

Feb 01, 2022
SELL
N/A
-1,800 Reduced 36.98%
3,067 $475,000
Q3 2021

Nov 09, 2021
BUY
N/A
1,800 Added 58.69%
4,867 $748,000
Q2 2021

Jul 28, 2021
SELL
N/A
-100 Reduced 3.16%
3,067 $475,000
Q1 2021

May 10, 2021
BUY
N/A
100 Added 3.26%
3,167 $466,000
Q4 2020

Feb 10, 2021
BUY
N/A
2 Added 0.07%
3,067 $433,000
Q3 2020

Oct 26, 2020
SELL
N/A
-49 Reduced 1.57%
3,065 $394,000
Q2 2020

Jul 31, 2020
BUY
N/A
12 Added 0.39%
3,114 $365,000
Q1 2020

Apr 22, 2020
SELL
N/A
-600 Reduced 16.21%
3,102 $321,000
Q4 2019

Jan 23, 2020
SELL
N/A
-64 Reduced 1.7%
3,702 $462,000
Q3 2019

Oct 18, 2019
BUY
N/A
24 Added 0.64%
3,766 $450,000
Q2 2019

Jul 31, 2019
SELL
N/A
-242 Reduced 6.07%
3,742 $4.34 Million
Q4 2018

Jan 28, 2019
BUY
N/A
87 Added 2.23%
3,984 $390,000
Q3 2018

Nov 06, 2018
BUY
N/A
4 Added 0.1%
3,897 $431,000
Q2 2018

Aug 10, 2018
SELL
N/A
-210 Reduced 5.12%
3,893 $396,000
Q1 2018

Apr 10, 2018
SELL
N/A
-3 Reduced 0.07%
4,103 $415,000
Q4 2017

Feb 05, 2018
SELL
N/A
-340 Reduced 7.65%
4,106 $419,000
Q3 2017

Oct 19, 2017
BUY
N/A
4,446
4,446 $421,000

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
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