National Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, National Wealth Management Group, LLC holds 7,090 shares of VIG stock, worth $1.29 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
7,090
Previous 8,898 20.32%
Holding current value
$1.29 Million
Previous $1.62 Billion 20.34%
% of portfolio
0.99%
Previous 1.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$173.33 - $185.29 $313,380 - $335,004
-1,808 Reduced 20.32%
7,090 $1.29 Billion
Q1 2024

May 17, 2024
SELL
$168.47 - $182.98 $494,796 - $537,412
-2,937 Reduced 24.82%
8,898 $1.62 Billion
Q4 2023

Feb 01, 2024
SELL
$150.16 - $171.16 $141,901 - $161,746
-945 Reduced 7.39%
11,835 $2.02 Billion
Q3 2023

Nov 13, 2023
SELL
$155.38 - $166.95 $29,056 - $31,219
-187 Reduced 1.44%
12,780 $1.99 Billion
Q2 2023

Aug 09, 2023
SELL
$152.74 - $162.43 $303,799 - $323,073
-1,989 Reduced 13.3%
12,967 $2.11 Billion
Q1 2023

May 15, 2023
BUY
$147.24 - $158.33 $2.2 Million - $2.37 Million
14,956 New
14,956 $2.32 Billion
Q4 2022

Nov 17, 2023
SELL
$144.84 - $158.71 $137,598 - $150,774
-950 Reduced 5.44%
16,516 $2.51 Billion
Q3 2022

Nov 17, 2023
BUY
N/A
4,686 Added 36.67%
17,466 $2.36 Billion
Q2 2022

Nov 17, 2023
SELL
N/A
-1,705 Reduced 6.95%
22,833 $3.28 Billion
Q1 2022

Nov 17, 2023
SELL
N/A
-1,818 Reduced 6.9%
24,538 $3.98 Billion
Q4 2021

Nov 17, 2023
BUY
N/A
13,576 Added 106.23%
26,356 $4.53 Billion

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

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