Ridgecrest Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Ridgecrest Wealth Partners, LLC

  • $190 Million
  • Q3 2024

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 29,421 shares of VIG stock, worth $5.36 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares
29,421
Previous 28,056 4.87%
Holding current value
$5.36 Million
Previous $5.12 Million 4.65%
% of portfolio
2.82%
Previous 3.09%

Shares

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

Nov 04, 2024
BUY
$182.15 - $182.15 $248,634 - $248,634
1,365 Added 4.87%
29,421 $5.36 Million
Q2 2024

Aug 05, 2024
BUY
$173.33 - $185.29 $265,714 - $284,049
1,533 Added 5.78%
28,056 $5.12 Million
Q1 2024

Apr 17, 2024
BUY
$168.47 - $182.98 $240,406 - $261,112
1,427 Added 5.69%
26,523 $4.84 Million
Q4 2023

Jan 09, 2024
BUY
$150.16 - $171.16 $98,204 - $111,938
654 Added 2.68%
25,096 $4.28 Million
Q3 2023

Oct 25, 2023
BUY
$155.38 - $166.95 $7,302 - $7,846
47 Added 0.19%
24,442 $3.8 Million
Q2 2023

Jul 31, 2023
SELL
$152.74 - $162.43 $20,619 - $21,928
-135 Reduced 0.55%
24,395 $3.96 Million
Q1 2023

Apr 24, 2023
BUY
$147.24 - $158.33 $66,258 - $71,248
450 Added 1.87%
24,530 $3.78 Million
Q4 2022

Jan 26, 2023
BUY
$144.84 - $158.71 $1.48 Million - $1.62 Million
10,200 Added 73.49%
24,080 $0
Q3 2022

Oct 20, 2022
BUY
N/A
4,670 Added 50.71%
13,880 $1.88 Million
Q2 2022

Jul 29, 2022
BUY
N/A
7,495 Added 437.03%
9,210 $1.32 Million
Q1 2022

Apr 26, 2022
SELL
N/A
-27 Reduced 1.55%
1,715 $278,000
Q4 2021

Jan 19, 2022
BUY
N/A
1,742 New
1,742 $299,000

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
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