A detailed history of Triangle Securities Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Triangle Securities Wealth Management holds 2,546 shares of VIG stock, worth $463,753. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,546
Previous 5,867 56.6%
Holding current value
$463,753
Previous $1.07 Million 56.77%
% of portfolio
0.12%
Previous 0.31%

Shares

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

Nov 14, 2024

SELL
$182.15 - $182.15 $604,920 - $604,920
-3,321 Reduced 56.6%
2,546 $463,000
Q2 2024

Jul 10, 2024

SELL
$173.33 - $185.29 $8,666 - $9,264
-50 Reduced 0.85%
5,867 $1.07 Million
Q1 2024

Apr 10, 2024

SELL
$168.47 - $182.98 $2,527 - $2,744
-15 Reduced 0.25%
5,917 $1.08 Million
Q4 2023

Jan 10, 2024

BUY
$150.16 - $171.16 $10,210 - $11,638
68 Added 1.16%
5,932 $1.01 Million
Q3 2023

Oct 10, 2023

SELL
$155.38 - $166.95 $22,530 - $24,207
-145 Reduced 2.41%
5,864 $911,000
Q2 2023

Jul 13, 2023

BUY
$152.74 - $162.43 $9,622 - $10,233
63 Added 1.06%
6,009 $976,000
Q1 2023

Apr 20, 2023

SELL
$147.24 - $158.33 $22,674 - $24,382
-154 Reduced 2.52%
5,946 $915,000
Q4 2022

Jan 11, 2023

BUY
$144.84 - $158.71 $164,248 - $179,977
1,134 Added 22.84%
6,100 $0
Q3 2022

Oct 19, 2022

BUY
N/A
770 Added 18.35%
4,966 $671,000
Q2 2022

Jul 11, 2022

SELL
N/A
-19 Reduced 0.45%
4,196 $602,000
Q1 2022

Apr 13, 2022

SELL
N/A
-73 Reduced 1.7%
4,215 $684,000
Q4 2021

Jan 14, 2022

BUY
N/A
1 Added 0.02%
4,288 $736,000
Q3 2021

Oct 14, 2021

BUY
N/A
846 Added 24.59%
4,287 $658,000
Q1 2021

Apr 12, 2021

SELL
N/A
-29 Reduced 0.84%
3,441 $506,000
Q4 2020

Jan 11, 2021

BUY
N/A
1 Added 0.03%
3,470 $490,000
Q3 2020

Oct 09, 2020

BUY
N/A
1 Added 0.03%
3,469 $446,000
Q2 2020

Jul 08, 2020

SELL
N/A
-239 Reduced 6.45%
3,468 $406,000
Q1 2020

Apr 06, 2020

SELL
N/A
-225 Reduced 5.72%
3,707 $383,000
Q4 2019

Jan 09, 2020

BUY
N/A
777 Added 24.63%
3,932 $490,000
Q3 2019

Oct 15, 2019

BUY
N/A
1 Added 0.03%
3,155 $377,000
Q2 2019

Jul 10, 2019

SELL
N/A
-149 Reduced 4.51%
3,154 $368,000
Q1 2019

Apr 10, 2019

BUY
N/A
3,303 New
3,303 $362,000
Q1 2019

Apr 08, 2019

SELL
N/A
-3,742 Closed
0 $0
Q4 2018

Jan 17, 2019

BUY
N/A
343 Added 10.09%
3,742 $366,000
Q3 2018

Oct 04, 2018

BUY
N/A
12 Added 0.35%
3,399 $376,000
Q2 2018

Jul 12, 2018

BUY
N/A
8 Added 0.24%
3,387 $344,000
Q1 2018

Apr 11, 2018

SELL
N/A
-669 Reduced 16.53%
3,379 $341,000
Q4 2017

Jan 10, 2018

SELL
N/A
-35 Reduced 0.86%
4,048 $413,000
Q3 2017

Oct 11, 2017

BUY
N/A
4,083
4,083 $387,000

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


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