Riverpoint Wealth Management Holdings, LLC Vanguard Dividend Appreciation Transaction History

Riverpoint Wealth Management Holdings, LLC

  • $390 Million
  • Q3 2024

A detailed history of Riverpoint Wealth Management Holdings, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Riverpoint Wealth Management Holdings, LLC holds 18,921 shares of VIG stock, worth $3.45 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
18,921
Previous 19,630 3.61%
Holding current value
$3.45 Million
Previous $3.58 Million 3.82%
% of portfolio
0.88%
Previous 0.99%

Shares

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

Nov 04, 2024
SELL
$182.15 - $182.15 $129,144 - $129,144
-709 Reduced 3.61%
18,921 $3.45 Million
Q2 2024

Jul 31, 2024
SELL
$173.33 - $185.29 $78,171 - $83,565
-451 Reduced 2.25%
19,630 $3.58 Million
Q1 2024

May 03, 2024
SELL
$168.47 - $182.98 $2,021 - $2,195
-12 Reduced 0.06%
20,081 $3.67 Million
Q4 2023

Feb 05, 2024
BUY
$150.16 - $171.16 $25,827 - $29,439
172 Added 0.86%
20,093 $3.42 Million
Q3 2023

Nov 06, 2023
BUY
$155.38 - $166.95 $9,478 - $10,183
61 Added 0.31%
19,921 $3.1 Million
Q1 2023

May 05, 2023
BUY
$147.24 - $158.33 $2,650 - $2,849
18 Added 0.09%
19,860 $3.06 Million
Q4 2022

Feb 07, 2023
BUY
$144.84 - $158.71 $11,587 - $12,696
80 Added 0.4%
19,842 $3.01 Million
Q3 2022

Nov 02, 2022
BUY
N/A
70 Added 0.36%
19,762 $2.67 Million
Q2 2022

Aug 03, 2022
BUY
N/A
67 Added 0.34%
19,692 $2.83 Million
Q1 2022

May 04, 2022
BUY
N/A
69 Added 0.35%
19,625 $3.18 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-405 Reduced 2.03%
19,556 $3.36 Million
Q3 2021

Nov 15, 2021
BUY
N/A
73 Added 0.37%
19,961 $3.07 Million
Q2 2021

Aug 10, 2021
BUY
N/A
71 Added 0.36%
19,888 $3.08 Million
Q1 2021

May 04, 2021
BUY
N/A
57 Added 0.29%
19,817 $2.92 Million
Q4 2020

Feb 23, 2021
SELL
N/A
-690 Reduced 3.37%
19,760 $2.79 Million
Q3 2020

Nov 10, 2020
BUY
N/A
84 Added 0.41%
20,450 $2.63 Million
Q1 2020

May 11, 2020
BUY
N/A
258 Added 1.28%
20,366 $2.11 Million
Q4 2019

Feb 18, 2020
BUY
N/A
78 Added 0.39%
20,108 $2.51 Million
Q3 2019

Oct 30, 2019
BUY
N/A
75 Added 0.38%
20,030 $2.4 Million
Q2 2019

Aug 12, 2019
BUY
N/A
1,375 Added 7.4%
19,955 $2.3 Million
Q1 2019

May 14, 2019
SELL
N/A
-1,233 Reduced 6.22%
18,580 $2.04 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-767 Reduced 3.73%
19,813 $1.94 Million
Q3 2018

Nov 01, 2018
BUY
N/A
93 Added 0.45%
20,580 $2.28 Million
Q2 2018

Jul 27, 2018
BUY
N/A
1 Added 0.0%
20,487 $2.08 Million
Q1 2018

Apr 27, 2018
BUY
N/A
63 Added 0.31%
20,486 $2.07 Million
Q4 2017

Feb 13, 2018
BUY
N/A
91 Added 0.45%
20,423 $2.08 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-510 Reduced 2.45%
20,332 $1.94 Million
Q2 2017

Aug 07, 2017
BUY
N/A
20,842
20,842 $1.93 Million

Others Institutions Holding VIG

# of Institutions
2,269
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 Riverpoint Wealth Management Holdings, LLC Portfolio

Follow Riverpoint Wealth Management Holdings, 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 Riverpoint Wealth Management Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riverpoint Wealth Management Holdings, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email