Twin Peaks Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 1,115 shares of VIG stock, worth $203,097. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,115
Previous 1,100 1.36%
Holding current value
$203,097
Previous $201 Million 9.98%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 25, 2024
BUY
$182.15 - $182.15 $2,732 - $2,732
15 Added 1.36%
1,115 $221 Million
Q2 2024

Jul 31, 2024
BUY
$173.33 - $185.29 $190,663 - $203,819
1,100 New
1,100 $201 Million

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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