Oxler Private Wealth LLC Vanguard Dividend Appreciation Transaction History

Oxler Private Wealth LLC

  • $269 Million
  • Q3 2024

A detailed history of Oxler Private Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Oxler Private Wealth LLC holds 25,730 shares of VIG stock, worth $4.69 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
25,730
Previous 26,136 1.55%
Holding current value
$4.69 Million
Previous $4.77 Million 1.78%
% of portfolio
1.74%
Previous 1.88%

Shares

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

Oct 11, 2024
SELL
$182.15 - $182.15 $73,952 - $73,952
-406 Reduced 1.55%
25,730 $4.69 Million
Q2 2024

Jul 29, 2024
SELL
$173.33 - $185.29 $28,599 - $30,572
-165 Reduced 0.63%
26,136 $4.77 Million
Q1 2024

Apr 24, 2024
SELL
$168.47 - $182.98 $32,514 - $35,315
-193 Reduced 0.73%
26,301 $4.8 Million
Q4 2023

Feb 09, 2024
BUY
$150.16 - $171.16 $20,421 - $23,277
136 Added 0.52%
26,494 $4.51 Million
Q3 2023

Oct 12, 2023
SELL
$155.38 - $166.95 $233,380 - $250,758
-1,502 Reduced 5.39%
26,358 $4.1 Million
Q2 2023

Aug 10, 2023
SELL
$152.74 - $162.43 $87,061 - $92,585
-570 Reduced 2.0%
27,860 $4.53 Million
Q1 2023

May 10, 2023
BUY
$147.24 - $158.33 $253,989 - $273,119
1,725 Added 6.46%
28,430 $4.38 Million
Q4 2022

Feb 13, 2023
SELL
$144.84 - $158.71 $92,842 - $101,733
-641 Reduced 2.34%
26,705 $4.06 Million
Q3 2022

Nov 15, 2022
BUY
N/A
80 Added 0.29%
27,346 $0
Q2 2022

Aug 15, 2022
BUY
N/A
94 Added 0.35%
27,266 $0
Q1 2022

May 16, 2022
BUY
N/A
552 Added 2.07%
27,172 $4.41 Million
Q4 2021

Jan 27, 2022
BUY
N/A
305 Added 1.16%
26,620 $4.57 Million
Q3 2021

Nov 09, 2021
BUY
N/A
1,047 Added 4.14%
26,315 $4.1 Million
Q2 2021

Aug 12, 2021
BUY
N/A
14,602 Added 136.9%
25,268 $3.91 Million
Q1 2021

May 03, 2021
BUY
N/A
9,121 Added 590.36%
10,666 $1.57 Million
Q4 2020

Feb 16, 2021
BUY
N/A
1,545 New
1,545 $213,000

Others Institutions Holding VIG

# of Institutions
2,267
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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