Southern Wealth Management, LLP Vanguard Dividend Appreciation Transaction History

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Southern Wealth Management, LLP holds 1,766 shares of VIG stock, worth $321,676. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,766
Previous 1,402 25.96%
Holding current value
$321,676
Previous $212,000 27.83%
% of portfolio
0.11%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
BUY
$147.24 - $158.33 $53,595 - $57,632
364 Added 25.96%
1,766 $271,000
Q4 2022

Feb 13, 2023
BUY
$144.84 - $158.71 $203,065 - $222,511
1,402 New
1,402 $212,000

Others Institutions Holding VIG

# of Institutions
2,194
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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