A detailed history of Paulson Wealth Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 1,718 shares of VIG stock, worth $312,933. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,718
Previous 2,022 15.03%
Holding current value
$312,933
Previous $369,000 15.45%
% of portfolio
0.08%
Previous 0.11%

Shares

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

Nov 05, 2024

SELL
$182.15 - $182.15 $55,373 - $55,373
-304 Reduced 15.03%
1,718 $312,000
Q2 2024

Jul 25, 2024

SELL
$173.33 - $185.29 $8,146 - $8,708
-47 Reduced 2.27%
2,022 $369,000
Q4 2023

Feb 13, 2024

SELL
$150.16 - $171.16 $8,859 - $10,098
-59 Reduced 2.77%
2,069 $352,000
Q3 2023

Nov 01, 2023

SELL
$155.38 - $166.95 $19,111 - $20,534
-123 Reduced 5.46%
2,128 $330,000
Q2 2023

Aug 01, 2023

BUY
$152.74 - $162.43 $343,817 - $365,629
2,251 New
2,251 $365,000
Q4 2020

Feb 05, 2021

SELL
N/A
-4,000 Closed
0 $0
Q3 2020

Oct 14, 2020

SELL
N/A
-45 Reduced 1.11%
4,000 $515,000
Q2 2020

Jul 17, 2020

SELL
N/A
-7 Reduced 0.17%
4,045 $474,000
Q1 2020

Apr 29, 2020

BUY
N/A
4,052 New
4,052 $448,000
Q1 2018

May 02, 2018

SELL
N/A
-211 Closed
0 $0
Q4 2017

Mar 01, 2018

BUY
N/A
211
211 $22,000

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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