Transform Wealth, LLC Vanguard Dividend Appreciation Transaction History

Transform Wealth, LLC

  • $1.31 Billion
  • Q2 2024

A detailed history of Transform Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Transform Wealth, LLC holds 1,216 shares of VIG stock, worth $221,494. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,216
Previous 1,216 -0.0%
Holding current value
$221,494
Previous $222,000 0.45%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 18, 2024
SELL
$150.16 - $171.16 $24,776 - $28,241
-165 Reduced 11.95%
1,216 $207,000
Q3 2023

Oct 10, 2023
SELL
$155.38 - $166.95 $202,304 - $217,368
-1,302 Reduced 48.53%
1,381 $214,000
Q2 2023

Jul 13, 2023
SELL
$152.74 - $162.43 $2,291 - $2,436
-15 Reduced 0.56%
2,683 $435,000
Q1 2023

Apr 14, 2023
BUY
$147.24 - $158.33 $44,466 - $47,815
302 Added 12.6%
2,698 $415,000
Q4 2022

Jan 12, 2023
SELL
$144.84 - $158.71 $43,886 - $48,089
-303 Reduced 11.23%
2,396 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-400 Reduced 12.91%
2,699 $365,000
Q2 2022

Jul 15, 2022
SELL
N/A
-199 Reduced 6.03%
3,099 $445,000
Q1 2022

Apr 25, 2022
SELL
N/A
-830 Reduced 20.11%
3,298 $535,000
Q4 2021

Jan 26, 2022
SELL
N/A
-1,200 Reduced 22.52%
4,128 $709,000
Q3 2021

Oct 15, 2021
BUY
N/A
2,740 Added 105.87%
5,328 $818,000
Q2 2021

Jul 20, 2021
BUY
N/A
2,588 New
2,588 $401,000
Q4 2020

Jan 20, 2021
SELL
N/A
-2,588 Closed
0 $0
Q3 2020

Oct 21, 2020
BUY
N/A
15 Added 0.58%
2,588 $333,000
Q2 2020

Jul 22, 2020
SELL
N/A
-132 Reduced 4.88%
2,573 $302,000
Q4 2019

Jan 24, 2020
BUY
N/A
113 Added 4.36%
2,705 $337,000
Q3 2019

Oct 24, 2019
SELL
N/A
-316 Reduced 10.87%
2,592 $310,000
Q2 2019

Jul 30, 2019
BUY
N/A
43 Added 1.5%
2,908 $335,000
Q1 2019

Apr 12, 2019
BUY
N/A
665 Added 30.23%
2,865 $314,000
Q3 2017

Oct 19, 2017
BUY
N/A
2,200
2,200 $209,000

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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