Triangle Securities Wealth Management Vanguard Dividend Appreciation Transaction History

Triangle Securities Wealth Management

$349 Million
Q2 2024

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 5,867 shares of VIG stock, worth $1.07 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

5,867

Previous 5,917 0.85%

Holding current value

$1.07 Million

Previous $1.08 Million 0.83%

% of portfolio

0.31%

Previous 0.31%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,249

Shares Held

204M

Call Options Held

463K

Put Options Held

229K

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About VANGUARD DIVIDEND APPRECIATION

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Triangle Securities Wealth Management Vanguard Dividend Appreciation Transaction History