Moulton Wealth Management, Inc Vanguard Dividend Appreciation Transaction History

Moulton Wealth Management, Inc

  • $118 Million
  • Q3 2024

A detailed history of Moulton Wealth Management, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 7,633 shares of VIG stock, worth $1.39 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
7,633
Previous 16,087 52.55%
Holding current value
$1.39 Million
Previous $2.94 Million 52.66%
% of portfolio
1.18%
Previous 2.75%

Shares

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

Oct 17, 2024
SELL
$182.15 - $182.15 $1.54 Million - $1.54 Million
-8,454 Reduced 52.55%
7,633 $1.39 Million
Q2 2024

Jul 16, 2024
BUY
$173.33 - $185.29 $47,492 - $50,769
274 Added 1.73%
16,087 $2.94 Million
Q1 2024

Apr 10, 2024
BUY
$168.47 - $182.98 $1.34 Million - $1.46 Million
7,962 Added 101.41%
15,813 $2.89 Million
Q4 2023

Jan 10, 2024
SELL
$150.16 - $171.16 $300 - $342
-2 Reduced 0.03%
7,851 $1.34 Million
Q3 2023

Oct 11, 2023
SELL
$155.38 - $166.95 $47,701 - $51,253
-307 Reduced 3.76%
7,853 $1.22 Million
Q2 2023

Jul 13, 2023
SELL
$152.74 - $162.43 $33,144 - $35,247
-217 Reduced 2.59%
8,160 $1.33 Million
Q1 2023

Apr 13, 2023
SELL
$147.24 - $158.33 $7,067 - $7,599
-48 Reduced 0.57%
8,377 $1.29 Million
Q4 2022

Jan 11, 2023
SELL
$144.84 - $158.71 $10,428 - $11,427
-72 Reduced 0.85%
8,425 $0
Q3 2022

Oct 14, 2022
SELL
N/A
-911 Reduced 9.68%
8,497 $1.15 Million
Q1 2022

Apr 19, 2022
SELL
N/A
-20,719 Reduced 68.77%
9,408 $1.53 Million
Q4 2021

Jan 12, 2022
BUY
N/A
5,348 Added 21.58%
30,127 $5.19 Million
Q3 2021

Oct 12, 2021
BUY
N/A
16,723 Added 207.58%
24,779 $3.84 Million
Q2 2021

Jul 20, 2021
BUY
N/A
8,056 New
8,056 $1.25 Million

Others Institutions Holding VIG

# of Institutions
2,233
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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