Pb Mares Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Pb Mares Wealth Management LLC

  • $474 Million
  • Q3 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 2,782 shares of VIG stock, worth $506,741. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,782
Previous 2,351 18.33%
Holding current value
$506,741
Previous $429,000 17.95%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 25, 2024
BUY
$182.15 - $182.15 $78,506 - $78,506
431 Added 18.33%
2,782 $506,000
Q1 2024

Apr 29, 2024
SELL
$168.47 - $182.98 $31,840 - $34,583
-189 Reduced 7.44%
2,351 $429,000
Q4 2023

Jan 26, 2024
SELL
$150.16 - $171.16 $12,913 - $14,719
-86 Reduced 3.27%
2,540 $432,000
Q3 2023

Oct 26, 2023
BUY
$155.38 - $166.95 $6,992 - $7,512
45 Added 1.74%
2,626 $408,000
Q2 2022

Jul 21, 2022
SELL
N/A
-187 Reduced 6.76%
2,581 $370,000
Q1 2022

Apr 26, 2022
SELL
N/A
-72 Reduced 2.54%
2,768 $449,000
Q4 2021

Feb 02, 2022
SELL
N/A
-80 Reduced 2.74%
2,840 $488,000
Q3 2021

Nov 02, 2021
BUY
N/A
28 Added 0.97%
2,920 $449,000
Q2 2021

Jul 13, 2021
SELL
N/A
-50 Reduced 1.7%
2,892 $448,000
Q1 2021

Apr 15, 2021
BUY
N/A
452 Added 18.15%
2,942 $433,000
Q4 2020

Jan 25, 2021
BUY
N/A
100 Added 4.18%
2,490 $352,000
Q3 2020

Oct 21, 2020
SELL
N/A
-139 Reduced 5.5%
2,390 $308,000
Q2 2020

Jul 14, 2020
SELL
N/A
-300 Reduced 10.6%
2,529 $296,000
Q1 2020

Apr 17, 2020
SELL
N/A
-347 Reduced 10.93%
2,829 $293,000
Q4 2019

Feb 04, 2020
BUY
N/A
3,176 New
3,176 $396,000

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
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