Moulton Wealth Management, Inc Vanguard Dividend Appreciation Transaction History

Moulton Wealth Management, Inc

$107 Million
Q2 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 16,087 shares of VIG stock, worth $2.93 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares

16,087

Previous 15,813 1.73%

Holding current value

$2.93 Million

Previous $2.89 Million 1.7%

% of portfolio

2.75%

Previous 3.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,193

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Moulton Wealth Management, Inc Vanguard Dividend Appreciation Transaction History