Towerpoint Wealth, LLC Vanguard Dividend Appreciation Transaction History

Towerpoint Wealth, LLC

  • $199 Million
  • Q2 2024

A detailed history of Towerpoint Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 4,320 shares of VIG stock, worth $786,888. This represents 0.4% of its overall portfolio holdings.

Number of Shares
4,320
Previous 4,570 5.47%
Holding current value
$786,888
Previous $834,000 5.52%
% of portfolio
0.4%
Previous 0.42%

Shares

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

Jul 12, 2024
SELL
$173.33 - $185.29 $43,332 - $46,322
-250 Reduced 5.47%
4,320 $788,000
Q1 2024

Apr 15, 2024
SELL
$168.47 - $182.98 $525,289 - $570,531
-3,118 Reduced 40.56%
4,570 $834,000
Q4 2023

Jan 23, 2024
BUY
$150.16 - $171.16 $11,111 - $12,665
74 Added 0.97%
7,688 $1.31 Million
Q3 2023

Oct 10, 2023
BUY
$155.38 - $166.95 $5,282 - $5,676
34 Added 0.45%
7,614 $1.18 Million
Q1 2023

May 15, 2023
BUY
$147.24 - $158.33 $5,889 - $6,333
40 Added 0.53%
7,580 $1.17 Million
Q4 2022

Feb 10, 2023
BUY
$144.84 - $158.71 $5,793 - $6,348
40 Added 0.53%
7,540 $1.14 Million
Q3 2022

Nov 14, 2022
BUY
N/A
36 Added 0.48%
7,500 $1.01 Million
Q2 2022

Aug 08, 2022
BUY
N/A
33 Added 0.44%
7,464 $1.07 Million
Q1 2022

May 16, 2022
BUY
N/A
30 Added 0.41%
7,431 $1.21 Million
Q4 2021

Feb 04, 2022
BUY
N/A
731 Added 10.96%
7,401 $1.27 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-248 Reduced 3.58%
6,670 $1.03 Million
Q2 2021

Jul 27, 2021
BUY
N/A
29 Added 0.42%
6,918 $1.07 Million
Q1 2021

May 10, 2021
BUY
N/A
21 Added 0.31%
6,889 $1.01 Million
Q4 2020

Feb 10, 2021
BUY
N/A
29 Added 0.42%
6,868 $970,000
Q2 2020

Aug 07, 2020
BUY
N/A
150 Added 2.24%
6,839 $801,000
Q1 2020

May 08, 2020
BUY
N/A
6,689 New
6,689 $692,000

Others Institutions Holding VIG

# of Institutions
2,193
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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