A detailed history of Perfromance Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 310,074 shares of VIG stock, worth $56.5 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
310,074
Previous 531,834 41.7%
Holding current value
$56.5 Million
Previous $97.1 Million 41.83%
% of portfolio
1.96%
Previous 3.58%

Shares

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

Oct 10, 2024

SELL
$182.15 - $182.15 $40.4 Million - $40.4 Million
-221,760 Reduced 41.7%
310,074 $56.5 Million
Q2 2024

Jul 19, 2024

SELL
$173.33 - $185.29 $2.06 Million - $2.2 Million
-11,874 Reduced 2.18%
531,834 $97.1 Million
Q1 2024

Apr 30, 2024

SELL
$168.47 - $182.98 $1.35 Million - $1.46 Million
-7,993 Reduced 1.45%
543,708 $99.3 Million
Q4 2023

Jan 22, 2024

BUY
$150.16 - $171.16 $604,844 - $689,432
4,028 Added 0.74%
551,701 $94 Million
Q3 2023

Oct 30, 2023

BUY
$155.38 - $166.95 $909,594 - $977,325
5,854 Added 1.08%
547,673 $85.1 Million
Q2 2023

Jul 13, 2023

BUY
$152.74 - $162.43 $1.09 Million - $1.16 Million
7,133 Added 1.33%
541,819 $88 Million
Q1 2023

Apr 20, 2023

BUY
$147.24 - $158.33 $3.21 Million - $3.45 Million
21,782 Added 4.25%
534,686 $82.3 Million
Q4 2022

Jan 19, 2023

BUY
$144.84 - $158.71 $1.25 Million - $1.37 Million
8,618 Added 1.71%
512,904 $0
Q3 2022

Oct 17, 2022

BUY
N/A
27,961 Added 5.87%
504,286 $68.2 Million
Q2 2022

Jul 15, 2022

SELL
N/A
-48 Reduced 0.01%
476,325 $68.3 Million
Q1 2022

Apr 21, 2022

SELL
N/A
-989 Reduced 0.21%
476,373 $77.2 Million
Q4 2021

Feb 03, 2022

BUY
N/A
477,362 New
477,362 $82 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


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