A detailed history of Strategies Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 54,453 shares of VIG stock, worth $9.92 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
54,453
Previous 54,764 0.57%
Holding current value
$9.92 Million
Previous $10 Billion 7.88%
% of portfolio
1.44%
Previous 1.46%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$182.15 - $182.15 $56,648 - $56,648
-311 Reduced 0.57%
54,453 $10.8 Billion
Q2 2024

Jul 29, 2024

SELL
$173.33 - $185.29 $2.57 Million - $2.75 Million
-14,839 Reduced 21.32%
54,764 $10 Billion
Q1 2024

Apr 22, 2024

SELL
$168.47 - $182.98 $65,366 - $70,996
-388 Reduced 0.55%
69,603 $12.7 Billion
Q4 2023

Jan 22, 2024

SELL
$150.16 - $171.16 $286,204 - $326,230
-1,906 Reduced 2.65%
69,991 $11.9 Billion
Q3 2023

Oct 10, 2023

SELL
$155.38 - $166.95 $32,163 - $34,558
-207 Reduced 0.29%
71,897 $11.2 Billion
Q2 2023

Jul 12, 2023

SELL
$152.74 - $162.43 $651,588 - $692,926
-4,266 Reduced 5.59%
72,104 $11.7 Billion
Q1 2023

Jun 27, 2023

BUY
$147.24 - $158.33 $295,657 - $317,926
2,008 Added 2.7%
76,370 $11.8 Billion
Q4 2022

Jun 27, 2023

BUY
$144.84 - $158.71 $4.47 Million - $4.9 Million
30,872 Added 70.99%
74,362 $11.3 Billion
Q2 2022

Jun 27, 2023

BUY
N/A
20,296 Added 87.51%
43,490 $6.24 Billion
Q1 2022

Jun 27, 2023

BUY
N/A
2,152 Added 10.23%
23,194 $3.76 Billion
Q4 2021

Jun 26, 2023

BUY
N/A
21,042 New
21,042 $3.61 Billion

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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