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
2,268
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
Track This Portfolio

Track Oxler Private Wealth LLC Portfolio

Follow Oxler Private Wealth LLC 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 Oxler Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oxler Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email