Schwallier Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Schwallier Wealth Management LLC

  • $140 Billion
  • Q3 2024

A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 3,085 shares of VIG stock, worth $561,932. This represents 0.44% of its overall portfolio holdings.

Number of Shares
3,085
Previous 3,125 1.28%
Holding current value
$561,932
Previous $570 Million 7.12%
% of portfolio
0.44%
Previous 0.46%

Shares

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

Nov 07, 2024
SELL
$182.15 - $182.15 $7,286 - $7,286
-40 Reduced 1.28%
3,085 $611 Million
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $1.91 Million - $2.04 Million
-11,034 Reduced 77.93%
3,125 $570 Million
Q1 2024

May 14, 2024
SELL
$168.47 - $182.98 $125,847 - $136,686
-747 Reduced 5.01%
14,159 $2.59 Billion
Q4 2023

Feb 14, 2024
BUY
$150.16 - $171.16 $2.24 Million - $2.55 Million
14,906 New
14,906 $2.54 Billion

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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