Palumbo Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Palumbo Wealth Management LLC

  • $259 Million
  • Q4 2024

A detailed history of Palumbo Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 2,039 shares of VIG stock, worth $371,403. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,039
Previous 2,033 0.3%
Holding current value
$371,403
Previous $370,000 0.27%
% of portfolio
0.14%
Previous 0.15%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
N/A
6 Added 0.3%
2,039 $371,000
Q3 2024

Oct 28, 2024
BUY
$182.15 - $182.15 $182 - $182
1 Added 0.05%
2,033 $370,000
Q2 2024

Aug 02, 2024
SELL
$173.33 - $185.29 $7,799 - $8,338
-45 Reduced 2.17%
2,032 $370,000
Q1 2024

Apr 15, 2024
BUY
$168.47 - $182.98 $1,010 - $1,097
6 Added 0.29%
2,077 $379,000
Q4 2023

Jan 22, 2024
BUY
$150.16 - $171.16 $1,801 - $2,053
12 Added 0.58%
2,071 $352,000
Q3 2023

Oct 16, 2023
BUY
$155.38 - $166.95 $31,076 - $33,390
200 Added 10.76%
2,059 $319,000
Q1 2023

May 04, 2023
BUY
$147.24 - $158.33 $883 - $949
6 Added 0.32%
1,859 $286,000
Q4 2022

Feb 13, 2023
BUY
$144.84 - $158.71 $1,013 - $1,110
7 Added 0.38%
1,853 $281,000
Q3 2022

Nov 14, 2022
SELL
N/A
-161 Reduced 8.02%
1,846 $250,000
Q2 2022

Aug 12, 2022
BUY
N/A
172 Added 9.37%
2,007 $288,000
Q1 2022

May 10, 2022
BUY
N/A
5 Added 0.27%
1,835 $298,000
Q4 2021

Feb 16, 2022
BUY
N/A
5 Added 0.27%
1,830 $314,000
Q3 2021

Nov 12, 2021
BUY
N/A
5 Added 0.27%
1,825 $280,000
Q2 2021

Aug 16, 2021
SELL
N/A
-45 Reduced 2.41%
1,820 $282,000
Q1 2021

May 17, 2021
SELL
N/A
-355 Reduced 15.99%
1,865 $274,000
Q4 2020

May 17, 2021
BUY
N/A
2,220 New
2,220 $313,000

Others Institutions Holding VIG

# of Institutions
2,371
Shares Held
236M
Call Options Held
551K
Put Options Held
190K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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