Private Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 2024

A detailed history of Private Wealth Management Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 320 shares of VIG stock, worth $58,288. This represents 0.02% of its overall portfolio holdings.

Number of Shares
320
Previous 154 107.79%
Holding current value
$58,288
Previous $30.5 Million 105.45%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
N/A
166 Added 107.79%
320 $62.7 Million
Q3 2024

Oct 29, 2024
SELL
$182.15 - $182.15 $10,929 - $10,929
-60 Reduced 28.04%
154 $30.5 Million
Q1 2024

Apr 30, 2024
SELL
$168.47 - $182.98 $41,275 - $44,830
-245 Reduced 53.38%
214 $39.1 Million
Q4 2023

Feb 08, 2024
BUY
$150.16 - $171.16 $68,923 - $78,562
459 New
459 $78.2 Million

Others Institutions Holding VIG

# of Institutions
2,458
Shares Held
252M
Call Options Held
626K
Put Options Held
183K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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