Schwallier Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Schwallier Wealth Management LLC

  • $124 Billion
  • Q1 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 14,159 shares of VIG stock, worth $2.58 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
14,159
Previous 14,906 5.01%
Holding current value
$2.58 Million
Previous $2.54 Billion 1.8%
% of portfolio
2.08%
Previous 2.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,135
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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