Principle Wealth Partners LLC Vanguard Dividend Appreciation Transaction History

Principle Wealth Partners LLC

  • $1.21 Billion
  • Q1 2024

A detailed history of Principle Wealth Partners LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Principle Wealth Partners LLC holds 257,438 shares of VIG stock, worth $46.9 Million. This represents 3.87% of its overall portfolio holdings.

Number of Shares
257,438
Previous 256,539 0.35%
Holding current value
$46.9 Million
Previous $43.7 Million 7.54%
% of portfolio
3.87%
Previous 3.97%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$168.47 - $182.98 $151,454 - $164,499
899 Added 0.35%
257,438 $47 Million
Q4 2023

Feb 05, 2024
SELL
$150.16 - $171.16 $260,377 - $296,791
-1,734 Reduced 0.67%
256,539 $43.7 Million
Q3 2023

Nov 01, 2023
SELL
$155.38 - $166.95 $505,917 - $543,589
-3,256 Reduced 1.24%
258,273 $40.1 Million
Q2 2023

Jul 31, 2023
BUY
$152.74 - $162.43 $61,401 - $65,296
402 Added 0.15%
261,529 $42.5 Million
Q1 2023

May 10, 2023
SELL
$147.24 - $158.33 $9.11 Million - $9.79 Million
-61,863 Reduced 19.15%
261,127 $40.2 Million
Q4 2022

Feb 02, 2023
BUY
$144.84 - $158.71 $185,684 - $203,466
1,282 Added 0.4%
322,990 $49 Million
Q3 2022

Nov 14, 2022
BUY
N/A
18,842 Added 6.22%
321,708 $43.5 Million
Q2 2022

Aug 02, 2022
BUY
N/A
11,742 Added 4.03%
302,866 $43.5 Million
Q1 2022

May 12, 2022
BUY
N/A
14,370 Added 5.19%
291,124 $47.2 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-20,802 Reduced 6.99%
276,754 $47.5 Million
Q3 2021

Nov 16, 2021
BUY
N/A
10,497 Added 3.66%
297,556 $45.7 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-15,645 Reduced 5.17%
287,059 $44.4 Million
Q1 2021

May 18, 2021
BUY
N/A
18,448 Added 6.49%
302,704 $44.5 Million
Q4 2020

Feb 16, 2021
BUY
N/A
69,029 Added 32.07%
284,256 $40.1 Million
Q3 2020

Nov 16, 2020
SELL
N/A
-29,168 Reduced 11.93%
215,227 $27.7 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-2,428 Reduced 0.98%
244,395 $28.6 Million
Q1 2020

May 13, 2020
BUY
N/A
158,341 Added 178.95%
246,823 $25.5 Million
Q4 2019

Feb 04, 2020
BUY
N/A
4,227 Added 5.02%
88,482 $11 Million
Q3 2019

Nov 05, 2019
BUY
N/A
13,106 Added 18.42%
84,255 $10.1 Million
Q2 2019

Nov 05, 2019
BUY
N/A
2,660 Added 3.88%
71,149 $8.19 Million
Q1 2019

Oct 30, 2019
BUY
N/A
5,876 Added 9.38%
68,489 $7.51 Million
Q4 2018

Oct 11, 2019
BUY
N/A
62,613 New
62,613 $6.13 Million

Others Institutions Holding VIG

# of Institutions
2,139
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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