Philip James Wealth Mangement, LLC Vanguard Dividend Appreciation Transaction History

Philip James Wealth Mangement, LLC

  • $814 Billion
  • Q3 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 7,049 shares of VIG stock, worth $1.28 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,049
Previous 6,952 1.4%
Holding current value
$1.28 Million
Previous $1.27 Billion 10.01%
% of portfolio
0.17%
Previous 0.84%

Shares

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

Oct 31, 2024
BUY
$182.15 - $182.15 $17,668 - $17,668
97 Added 1.4%
7,049 $1.4 Billion
Q1 2024

Apr 29, 2024
SELL
$168.47 - $182.98 $61,491 - $66,787
-365 Reduced 4.99%
6,952 $1.27 Billion
Q4 2023

Jan 29, 2024
BUY
$150.16 - $171.16 $1.1 Million - $1.25 Million
7,317 New
7,317 $1.25 Billion

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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