Simplicity Wealth,Llc Vanguard Dividend Appreciation Transaction History

Simplicity Wealth,Llc

  • $4.32 Billion
  • Q2 2024

A detailed history of Simplicity Wealth,Llc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Simplicity Wealth,Llc holds 16,461 shares of VIG stock, worth $3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
16,461
Previous 61,178 73.09%
Holding current value
$3 Million
Previous $11.2 Million 73.11%
% of portfolio
0.07%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
SELL
$173.33 - $185.29 $7.75 Million - $8.29 Million
-44,717 Reduced 73.09%
16,461 $3 Million
Q1 2024

Apr 24, 2024
BUY
$168.47 - $182.98 $9.8 Million - $10.6 Million
58,178 Added 1939.27%
61,178 $11.2 Million
Q4 2023

Jan 29, 2024
BUY
$150.16 - $171.16 $130,639 - $148,909
870 Added 40.85%
3,000 $511,000
Q3 2023

Oct 19, 2023
SELL
$155.38 - $166.95 $3,262 - $3,505
-21 Reduced 0.98%
2,130 $330,000
Q2 2023

Jul 26, 2023
BUY
$152.74 - $162.43 $101,419 - $107,853
664 Added 44.65%
2,151 $349,000
Q1 2023

Apr 27, 2023
BUY
$147.24 - $158.33 $218,945 - $235,436
1,487 New
1,487 $229,000

Others Institutions Holding VIG

# of Institutions
2,192
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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