New Insight Wealth Advisors Vanguard Dividend Appreciation Transaction History

New Insight Wealth Advisors

  • $220 Billion
  • Q1 2025

A detailed history of New Insight Wealth Advisors transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, New Insight Wealth Advisors holds 24,718 shares of VIG stock, worth $4.5 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
24,718
Previous 23,473 5.3%
Holding current value
$4.5 Million
Previous $4.6 Billion 4.31%
% of portfolio
2.18%
Previous 2.3%

Shares

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

Apr 30, 2025
BUY
N/A
1,245 Added 5.3%
24,718 $4.8 Billion
Q4 2024

Feb 07, 2025
BUY
N/A
1,834 Added 8.48%
23,473 $4.6 Billion
Q3 2024

Nov 13, 2024
BUY
$182.15 - $182.15 $75,592 - $75,592
415 Added 1.96%
21,639 $4.29 Billion
Q2 2024

Aug 15, 2024
SELL
$173.33 - $185.29 $165,356 - $176,766
-954 Reduced 4.3%
21,224 $3.87 Billion
Q1 2024

May 08, 2024
SELL
$168.47 - $182.98 $39,421 - $42,817
-234 Reduced 1.04%
22,178 $4.05 Billion
Q4 2023

May 08, 2024
BUY
$150.16 - $171.16 $3.37 Million - $3.84 Million
22,412 New
22,412 $3.82 Billion

Others Institutions Holding VIG

# of Institutions
2,540
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track New Insight Wealth Advisors Portfolio

Follow New Insight Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Insight Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on New Insight Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email