True Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, True Wealth Advisors, LLC holds 9,832 shares of VIG stock, worth $1.79 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
9,832
Previous 10,673 7.88%
Holding current value
$1.79 Million
Previous $1.95 Million 8.11%
% of portfolio
0.66%
Previous 0.78%

Shares

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

Oct 29, 2024
SELL
$182.15 - $182.15 $153,188 - $153,188
-841 Reduced 7.88%
9,832 $1.79 Million
Q2 2024

Jul 24, 2024
SELL
$173.33 - $185.29 $115,611 - $123,588
-667 Reduced 5.88%
10,673 $1.95 Million
Q1 2024

Apr 23, 2024
SELL
$168.47 - $182.98 $20,553 - $22,323
-122 Reduced 1.06%
11,340 $2.07 Million
Q4 2023

Feb 08, 2024
SELL
$150.16 - $171.16 $183,946 - $209,671
-1,225 Reduced 9.66%
11,462 $1.95 Million
Q3 2023

Nov 07, 2023
SELL
$155.38 - $166.95 $19,888 - $21,369
-128 Reduced 1.0%
12,687 $1.97 Million
Q2 2023

Jul 31, 2023
SELL
$152.74 - $162.43 $469,217 - $498,984
-3,072 Reduced 19.34%
12,815 $2.08 Million
Q1 2023

Apr 19, 2023
SELL
$147.24 - $158.33 $899,194 - $966,921
-6,107 Reduced 27.77%
15,887 $2.45 Million
Q4 2022

Jan 23, 2023
SELL
$144.84 - $158.71 $72,854 - $79,831
-503 Reduced 2.24%
21,994 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-5,042 Reduced 18.31%
22,497 $3.04 Million
Q2 2022

Jul 27, 2022
SELL
N/A
-4,833 Reduced 14.93%
27,539 $3.95 Million
Q1 2022

May 05, 2022
BUY
N/A
706 Added 2.23%
32,372 $5.56 Million
Q1 2022

May 04, 2022
SELL
N/A
-706 Reduced 2.18%
31,666 $4.89 Million
Q4 2021

Feb 02, 2022
SELL
N/A
-776 Reduced 2.34%
32,372 $5.56 Million
Q3 2021

Oct 25, 2021
SELL
N/A
-533 Reduced 1.58%
33,148 $5.09 Million
Q2 2021

Jul 23, 2021
BUY
N/A
4,002 Added 13.48%
33,681 $5.21 Million
Q1 2021

Apr 22, 2021
BUY
N/A
4,190 Added 16.44%
29,679 $0
Q4 2020

Jan 25, 2021
BUY
N/A
25,489 New
25,489 $3.63 Million

Others Institutions Holding VIG

# of Institutions
2,233
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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