Transparent Wealth Partners LLC Vanguard Dividend Appreciation Transaction History

Transparent Wealth Partners LLC

  • $136 Million
  • Q1 2023

A detailed history of Transparent Wealth Partners LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Transparent Wealth Partners LLC holds 231,183 shares of VIG stock, worth $42.1 Million. This represents 26.19% of its overall portfolio holdings.

Number of Shares
231,183
Previous 228,707 1.08%
Holding current value
$42.1 Million
Previous $34.7 Million 2.52%
% of portfolio
26.19%
Previous 27.34%

Shares

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

Apr 13, 2023
BUY
$147.24 - $158.33 $364,566 - $392,025
2,476 Added 1.08%
231,183 $35.6 Million
Q4 2022

Jan 25, 2023
BUY
$144.84 - $158.71 $351,671 - $385,347
2,428 Added 1.07%
228,707 $0
Q3 2022

Nov 10, 2022
BUY
N/A
2,347 Added 1.05%
226,279 $30.6 Million
Q2 2022

Aug 15, 2022
BUY
N/A
223,932 New
223,932 $32.1 Million
Q1 2022

Apr 13, 2022
SELL
N/A
-198,831 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
N/A
198,831 New
198,831 $34.1 Million

Others Institutions Holding VIG

# of Institutions
2,404
Shares Held
239M
Call Options Held
595K
Put Options Held
190K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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