Northwest Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Northwest Wealth Management, LLC

  • $422 Million
  • Q3 2024

A detailed history of Northwest Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 5,561 shares of VIG stock, worth $1.01 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,561
Previous 5,587 0.47%
Holding current value
$1.01 Million
Previous $1.02 Million 0.69%
% of portfolio
0.24%
Previous 0.27%

Shares

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

Nov 04, 2024
SELL
$182.15 - $182.15 $4,735 - $4,735
-26 Reduced 0.47%
5,561 $1.01 Million
Q2 2024

Aug 05, 2024
SELL
$173.33 - $185.29 $9,706 - $10,376
-56 Reduced 0.99%
5,587 $1.02 Million
Q1 2024

May 13, 2024
SELL
$168.47 - $182.98 $3,032 - $3,293
-18 Reduced 0.32%
5,643 $1.03 Million
Q4 2023

Feb 14, 2024
SELL
$150.16 - $171.16 $54,808 - $62,473
-365 Reduced 6.06%
5,661 $964,000
Q3 2023

Nov 01, 2023
BUY
$155.38 - $166.95 $1,709 - $1,836
11 Added 0.18%
6,026 $936,000
Q2 2023

Aug 07, 2023
SELL
$152.74 - $162.43 $22,605 - $24,039
-148 Reduced 2.4%
6,015 $977,000
Q1 2023

May 10, 2023
SELL
$147.24 - $158.33 $16,490 - $17,732
-112 Reduced 1.78%
6,163 $949,000
Q4 2022

Feb 07, 2023
SELL
$144.84 - $158.71 $10,283 - $11,268
-71 Reduced 1.12%
6,275 $952,000
Q3 2022

Oct 27, 2022
SELL
N/A
-50 Reduced 0.78%
6,346 $858,000
Q2 2022

Jul 26, 2022
SELL
N/A
-496 Reduced 7.2%
6,396 $918,000
Q1 2022

Apr 29, 2022
BUY
N/A
194 Added 2.9%
6,892 $1.12 Million
Q4 2021

Jan 24, 2022
BUY
N/A
57 Added 0.86%
6,698 $1.15 Million
Q3 2021

Oct 20, 2021
BUY
N/A
1,160 Added 21.16%
6,641 $1.02 Million
Q2 2021

Aug 02, 2021
BUY
N/A
36 Added 0.66%
5,481 $848,000
Q1 2021

May 10, 2021
BUY
N/A
860 Added 18.76%
5,445 $801,000
Q4 2020

Jan 28, 2021
BUY
N/A
228 Added 5.23%
4,585 $647,000
Q3 2020

Oct 19, 2020
BUY
N/A
9 Added 0.21%
4,357 $561,000
Q2 2020

Jul 13, 2020
SELL
N/A
-14 Reduced 0.32%
4,348 $509,000
Q1 2020

Apr 29, 2020
SELL
N/A
-685 Reduced 13.57%
4,362 $451,000
Q4 2019

Jan 14, 2020
SELL
N/A
-1,320 Reduced 20.73%
5,047 $629,000
Q3 2019

Oct 28, 2019
SELL
N/A
-42 Reduced 0.66%
6,367 $761,000
Q2 2019

Jul 23, 2019
SELL
N/A
-49 Reduced 0.76%
6,409 $738,000
Q4 2018

Jan 24, 2019
BUY
N/A
19 Added 0.3%
6,458 $633,000
Q3 2018

Oct 11, 2018
BUY
N/A
9 Added 0.14%
6,439 $713,000
Q2 2018

Jul 10, 2018
SELL
N/A
-69 Reduced 1.06%
6,430 $653,000
Q1 2018

Apr 13, 2018
SELL
N/A
-139 Reduced 2.09%
6,499 $657,000
Q4 2017

Jan 31, 2018
BUY
N/A
3,284 Added 97.91%
6,638 $677,000
Q3 2017

Oct 30, 2017
BUY
N/A
3,354
3,354 $318,000

Others Institutions Holding VIG

# of Institutions
2,250
Shares Held
204M
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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