Peninsula Wealth, LLC Vanguard Dividend Appreciation Transaction History

Peninsula Wealth, LLC

  • $515 Million
  • Q2 2024

A detailed history of Peninsula Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Peninsula Wealth, LLC holds 6,551 shares of VIG stock, worth $1.19 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,551
Previous 6,532 0.29%
Holding current value
$1.19 Million
Previous $1.19 Million 0.25%
% of portfolio
0.23%
Previous 0.24%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$173.33 - $185.29 $3,293 - $3,520
19 Added 0.29%
6,551 $1.2 Million
Q1 2024

May 30, 2024
BUY
$168.47 - $182.98 $630,246 - $684,528
3,741 Added 134.04%
6,532 $1.19 Million
Q1 2024

May 08, 2024
SELL
$168.47 - $182.98 $627,382 - $681,417
-3,724 Reduced 57.16%
2,791 $509,000
Q4 2023

Feb 14, 2024
BUY
$150.16 - $171.16 $3,003 - $3,423
20 Added 0.31%
6,515 $1.11 Million
Q3 2023

Nov 13, 2023
BUY
$155.38 - $166.95 $5,904 - $6,344
38 Added 0.59%
6,495 $1.01 Million
Q2 2023

Aug 14, 2023
SELL
$152.74 - $162.43 $263,629 - $280,354
-1,726 Reduced 21.09%
6,457 $1.05 Million
Q1 2023

May 11, 2023
BUY
$147.24 - $158.33 $3,092 - $3,324
21 Added 0.26%
8,183 $1.26 Million
Q4 2022

Feb 10, 2023
BUY
$144.84 - $158.71 $3,331 - $3,650
23 Added 0.28%
8,162 $1.24 Million
Q3 2022

Nov 14, 2022
BUY
N/A
2,741 Added 50.78%
8,139 $1.1 Million
Q2 2022

Aug 08, 2022
BUY
N/A
1,374 Added 34.15%
5,398 $774,000
Q1 2022

May 06, 2022
BUY
N/A
186 Added 4.85%
4,024 $652,000
Q4 2021

Feb 04, 2022
BUY
N/A
3,838 New
3,838 $659,000
Q4 2020

Feb 10, 2021
SELL
N/A
-2,360 Closed
0 $0
Q2 2020

Aug 11, 2020
SELL
N/A
-38 Reduced 1.58%
2,360 $277,000
Q1 2020

May 12, 2020
SELL
N/A
-38 Reduced 1.56%
2,398 $248,000
Q4 2019

Feb 10, 2020
BUY
N/A
39 Added 1.63%
2,436 $304,000
Q2 2019

Aug 02, 2019
BUY
N/A
37 Added 1.57%
2,397 $276,000
Q1 2018

May 15, 2018
BUY
N/A
2,360 New
2,360 $238,000

Others Institutions Holding VIG

# of Institutions
2,233
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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