Omni 360 Wealth, Inc. Vanguard Dividend Appreciation Transaction History

Omni 360 Wealth, Inc.

$203 Billion
Q2 2025

A detailed history of Omni 360 Wealth, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 3,116 shares of VIG stock, worth $567,579. This represents 0.31% of its overall portfolio holdings.

Number of Shares

3,116

Previous 2,822 10.42%

Holding current value

$567,579

Previous $547 Million 16.5%

% of portfolio

0.31%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	N/A	294 Added 10.42%	3,116 $638 Million
Q1 2025 Apr 30, 2025	SELL	N/A	-354 Reduced 11.15%	2,822 $547 Million
Q4 2024 Feb 14, 2025	SELL	N/A	-241 Reduced 7.05%	3,176 $622 Million
Q3 2024 Oct 24, 2024	SELL	$182.15 - $182.15 $364 - $364	-2 Reduced 0.06%	3,417 $677 Million
Q2 2024 Jul 19, 2024	SELL	$173.33 - $185.29 $20,799 - $22,234	-120 Reduced 3.39%	3,419 $624 Million
Q1 2024 Apr 19, 2024	BUY	$168.47 - $182.98 $17,520 - $19,029	104 Added 3.03%	3,539 $646 Million
Q4 2023 Feb 08, 2024	BUY	$150.16 - $171.16 $515,799 - $587,934	3,435 New	3,435 $585 Million

Others Institutions Holding VIG

# of Institutions

2,586

Shares Held

257M

Call Options Held

478K

Put Options Held

113K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Omni 360 Wealth, Inc. Vanguard Dividend Appreciation Transaction History