Selective Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History

Selective Wealth Management, Inc.

  • $247 Million
  • Q4 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 3,599 shares of VIG stock, worth $655,557. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,599
Previous 3,820 5.79%
Holding current value
$655,557
Previous $695,000 5.76%
% of portfolio
0.27%
Previous 0.29%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
N/A
-221 Reduced 5.79%
3,599 $655,000
Q3 2024

Oct 09, 2024
BUY
$182.15 - $182.15 $15,482 - $15,482
85 Added 2.28%
3,820 $695,000
Q2 2024

Jul 10, 2024
BUY
$173.33 - $185.29 $2,773 - $2,964
16 Added 0.43%
3,735 $681,000
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
2,498
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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