Reuter James Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Reuter James Wealth Management, LLC

  • $536 Million
  • Q3 2024

A detailed history of Reuter James Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 1,519 shares of VIG stock, worth $276,685. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,519
Previous 1,517 0.13%
Holding current value
$276,685
Previous $276,000 -0.0%
% of portfolio
0.05%
Previous 0.21%

Shares

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

Nov 08, 2024
BUY
$182.15 - $182.15 $364 - $364
2 Added 0.13%
1,519 $276,000
Q2 2024

Aug 01, 2024
SELL
$173.33 - $185.29 $2,426 - $2,594
-14 Reduced 0.91%
1,517 $276,000
Q1 2024

May 06, 2024
BUY
$168.47 - $182.98 $336 - $365
2 Added 0.13%
1,531 $279,000
Q4 2023

Apr 08, 2024
SELL
$150.16 - $171.16 $27,028 - $30,808
-180 Reduced 10.53%
1,529 $260,000
Q3 2023

Nov 13, 2023
BUY
$155.38 - $166.95 $265,544 - $285,317
1,709 New
1,709 $265,000
Q1 2023

May 10, 2023
BUY
$147.24 - $158.33 $441 - $474
3 Added 0.17%
1,806 $278,000
Q4 2022

Feb 06, 2023
BUY
$144.84 - $158.71 $289 - $317
2 Added 0.11%
1,803 $273,000
Q3 2022

Nov 04, 2022
BUY
N/A
3 Added 0.17%
1,801 $243,000
Q2 2022

Aug 09, 2022
BUY
N/A
2 Added 0.11%
1,798 $258,000
Q1 2022

Apr 14, 2022
BUY
N/A
2 Added 0.11%
1,796 $291,000
Q4 2021

Jan 25, 2022
BUY
N/A
1,794 New
1,794 $308,000

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
Track This Portfolio

Track Reuter James Wealth Management, LLC Portfolio

Follow Reuter James Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Reuter James Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reuter James Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email