Moser Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Moser Wealth Advisors, LLC

  • $186 Million
  • Q1 2025

A detailed history of Moser Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 33,681 shares of VIG stock, worth $6.13 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares
33,681
Previous 32,274 4.36%
Holding current value
$6.13 Million
Previous $5.88 Million 4.36%
% of portfolio
3.3%
Previous 3.1%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
N/A
1,407 Added 4.36%
33,681 $6.13 Million
Q4 2024

Jan 28, 2025
BUY
N/A
756 Added 2.4%
32,274 $5.88 Million
Q3 2024

Nov 05, 2024
BUY
$182.15 - $182.15 $89,435 - $89,435
491 Added 1.58%
31,518 $5.74 Million
Q2 2024

Aug 06, 2024
BUY
$173.33 - $185.29 $242,488 - $259,220
1,399 Added 4.72%
31,027 $5.66 Million
Q1 2024

May 01, 2024
BUY
$168.47 - $182.98 $267,024 - $290,023
1,585 Added 5.65%
29,628 $5.41 Million
Q4 2023

Feb 06, 2024
SELL
$150.16 - $171.16 $187,249 - $213,436
-1,247 Reduced 4.26%
28,043 $4.78 Million
Q3 2023

Nov 09, 2023
BUY
$155.38 - $166.95 $153,826 - $165,280
990 Added 3.5%
29,290 $4.55 Million
Q2 2023

Aug 02, 2023
SELL
$152.74 - $162.43 $200,547 - $213,270
-1,313 Reduced 4.43%
28,300 $4.6 Million
Q4 2022

Jan 12, 2023
BUY
$144.84 - $158.71 $8,545 - $9,363
59 Added 0.2%
29,613 $4.5 Million
Q3 2022

Nov 03, 2022
SELL
N/A
-349 Reduced 1.17%
29,554 $3.99 Million
Q2 2022

Aug 02, 2022
SELL
N/A
-705 Reduced 2.3%
29,903 $4.29 Million
Q1 2022

Apr 29, 2022
BUY
N/A
919 Added 3.1%
30,608 $4.96 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-130 Reduced 0.44%
29,689 $5.1 Million
Q3 2021

Oct 18, 2021
BUY
N/A
1,094 Added 3.81%
29,819 $4.58 Million
Q2 2021

Jul 29, 2021
BUY
N/A
78 Added 0.27%
28,725 $4.45 Million
Q1 2021

May 05, 2021
BUY
N/A
1,105 Added 4.01%
28,647 $4.21 Million
Q4 2020

Jan 29, 2021
BUY
N/A
18 Added 0.07%
27,542 $3.89 Million
Q3 2020

Oct 26, 2020
SELL
N/A
-750 Reduced 2.65%
27,524 $3.54 Million
Q2 2020

Jul 22, 2020
BUY
N/A
153 Added 0.54%
28,274 $3.31 Million
Q1 2020

Apr 30, 2020
BUY
N/A
690 Added 2.52%
28,121 $0
Q4 2019

Feb 12, 2020
BUY
N/A
27,431 New
27,431 $3.42 Million

Others Institutions Holding VIG

# of Institutions
2,510
Shares Held
216M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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