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
2,250
Shares Held
204M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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