National Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History

National Wealth Management Group, LLC

$150 Billion
Q4 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 5,647 shares of VIG stock, worth $1.03 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

5,647

Previous 5,914 4.51%

Holding current value

$1.03 Million

Previous $1.17 Billion 5.59%

% of portfolio

0.74%

Previous 0.79%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	N/A	-267 Reduced 4.51%	5,647 $1.11 Billion
Q3 2024 Nov 13, 2024	SELL	$182.15 - $182.15 $214,208 - $214,208	-1,176 Reduced 16.59%	5,914 $1.17 Billion
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

2,473

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

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National Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History