Peterson Wealth Management Vanguard Dividend Appreciation Transaction History

Peterson Wealth Management

  • $156 Million
  • Q3 2024

A detailed history of Peterson Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Peterson Wealth Management holds 49,435 shares of VIG stock, worth $9 Million. This represents 5.76% of its overall portfolio holdings.

Number of Shares
49,435
Previous 60,922 18.86%
Holding current value
$9 Million
Previous $11.1 Million 19.04%
% of portfolio
5.76%
Previous 6.89%

Shares

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

Nov 13, 2024
SELL
$182.15 - $182.15 $2.09 Million - $2.09 Million
-11,487 Reduced 18.86%
49,435 $9 Million
Q2 2024

Aug 05, 2024
BUY
$173.33 - $185.29 $2.28 Million - $2.44 Million
13,164 Added 27.56%
60,922 $11.1 Million
Q1 2024

May 15, 2024
SELL
$168.47 - $182.98 $518,887 - $563,578
-3,080 Reduced 6.06%
47,758 $8.72 Million
Q4 2023

Feb 22, 2024
SELL
$150.16 - $171.16 $2.67 Million - $3.04 Million
-17,780 Reduced 25.91%
50,838 $8.66 Million
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $566,360 - $608,532
3,645 Added 5.61%
68,618 $10.7 Million
Q2 2023

Aug 17, 2023
BUY
$152.74 - $162.43 $2.56 Million - $2.72 Million
16,766 Added 34.78%
64,973 $10.6 Million
Q1 2023

Aug 17, 2023
SELL
$147.24 - $158.33 $50,797 - $54,623
-345 Reduced 0.71%
48,207 $7.42 Million
Q4 2022

Feb 07, 2023
SELL
$144.84 - $158.71 $1.82 Million - $1.99 Million
-12,566 Reduced 20.56%
48,552 $7.37 Million
Q3 2022

Oct 13, 2022
BUY
N/A
21,628 Added 54.77%
61,118 $8.26 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-16,634 Reduced 29.64%
39,490 $5.67 Million
Q1 2022

Apr 26, 2022
BUY
N/A
14,519 Added 34.9%
56,124 $9.1 Million
Q4 2021

Feb 09, 2022
BUY
N/A
1,921 Added 4.84%
41,605 $7.15 Million
Q3 2021

Nov 12, 2021
BUY
N/A
867 Added 2.23%
39,684 $6.1 Million
Q2 2021

Aug 03, 2021
SELL
N/A
-1,342 Reduced 3.34%
38,817 $6.01 Million
Q1 2021

Apr 19, 2021
SELL
N/A
-2,539 Reduced 5.95%
40,159 $5.91 Million
Q4 2020

Mar 10, 2021
BUY
N/A
1,247 Added 3.01%
42,698 $6.03 Million
Q3 2020

Nov 03, 2020
BUY
N/A
1,133 Added 2.81%
41,451 $5.33 Million
Q2 2020

Jul 22, 2020
BUY
N/A
3,554 Added 9.67%
40,318 $4.72 Million
Q1 2020

Apr 23, 2020
SELL
N/A
-3,970 Reduced 9.75%
36,764 $3.8 Million
Q4 2019

Jan 17, 2020
BUY
N/A
40,734 New
40,734 $5.15 Million

Others Institutions Holding VIG

# of Institutions
2,295
Shares Held
199M
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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