Nova R Wealth, Inc. Vanguard Dividend Appreciation Transaction History

Nova R Wealth, Inc.

$186 Million
Q2 2024

A detailed history of Nova R Wealth, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Nova R Wealth, Inc. holds 8,864 shares of VIG stock, worth $1.61 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

8,864

Previous 8,823 0.46%

Holding current value

$1.61 Million

Previous $1.61 Million 0.43%

% of portfolio

0.87%

Previous 0.88%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$173.33 - $185.29 $7,106 - $7,596	41 Added 0.46%	8,864 $1.62 Million
Q1 2024 Apr 12, 2024	BUY	$168.47 - $182.98 $11,792 - $12,808	70 Added 0.8%	8,823 $1.61 Million
Q4 2023 Jan 19, 2024	SELL	$150.16 - $171.16 $4,805 - $5,477	-32 Reduced 0.36%	8,753 $1.49 Million
Q3 2023 Oct 18, 2023	BUY	$155.38 - $166.95 $6,525 - $7,011	42 Added 0.48%	8,785 $1.37 Million
Q2 2023 Jul 27, 2023	SELL	$152.74 - $162.43 $54,375 - $57,825	-356 Reduced 3.91%	8,743 $1.42 Million
Q1 2023 Apr 17, 2023	BUY	$147.24 - $158.33 $130,454 - $140,280	886 Added 10.79%	9,099 $1.4 Million
Q4 2022 Jan 31, 2023	SELL	$144.84 - $158.71 $480,144 - $526,123	-3,315 Reduced 28.76%	8,213 $1.25 Million
Q3 2022 Oct 25, 2022	BUY	N/A	528 Added 4.8%	11,528 $1.56 Million
Q2 2022 Jul 15, 2022	BUY	N/A	2,811 Added 34.33%	11,000 $1.58 Million
Q1 2022 May 10, 2022	BUY	N/A	1,432 Added 21.19%	8,189 $1.33 Million
Q4 2021 Jan 27, 2022	BUY	N/A	6,757 New	6,757 $1.16 Million

Others Institutions Holding VIG

# of Institutions

2,182

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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