Selective Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History

Selective Wealth Management, Inc.

$233 Million
Q1 2024

A detailed history of Selective Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 3,719 shares of VIG stock, worth $677,415. This represents 0.29% of its overall portfolio holdings.

Number of Shares

3,719

Holding current value

$677,415

% of portfolio

0.29%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$168.47 - $182.98 $626,539 - $680,502	3,719 New	3,719 $679,000
Q3 2022 Oct 21, 2022	BUY	N/A	205 Added 32.03%	845 $114,000
Q2 2022 Jul 28, 2022	BUY	N/A	3 Added 0.47%	640 $92,000
Q1 2022 Apr 20, 2022	BUY	N/A	2 Added 0.31%	637 $103,000
Q4 2021 Jan 18, 2022	BUY	N/A	2 Added 0.32%	635 $109,000

Q3 2021 Oct 27, 2021	BUY	N/A	2 Added 0.32%	633 $97,000
Q2 2021 Aug 04, 2021	SELL	N/A	-869 Reduced 57.93%	631 $0
Q1 2021 Apr 09, 2021	SELL	N/A	-338 Reduced 18.39%	1,500 $221,000
Q4 2020 Jan 22, 2021	BUY	N/A	47 Added 2.62%	1,838 $260,000
Q3 2020 Oct 21, 2020	BUY	N/A	5 Added 0.28%	1,791 $230,000
Q2 2020 Jul 15, 2020	BUY	N/A	104 Added 6.18%	1,786 $209,000
Q4 2019 Jan 10, 2020	SELL	N/A	-65 Reduced 3.72%	1,682 $210,000
Q3 2019 Oct 29, 2019	SELL	N/A	-525 Reduced 23.11%	1,747 $209,000
Q2 2019 Jul 16, 2019	BUY	N/A	2,272 New	2,272 $262,000

Others Institutions Holding VIG

# of Institutions

2,137

Shares Held

192M

Call Options Held

652K

Put Options Held

272K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Account

Selective Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History