Twin Peaks Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Twin Peaks Wealth Advisors, LLC

  • $237 Billion
  • Q4 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 1,284 shares of VIG stock, worth $233,880. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,284
Previous 1,115 15.16%
Holding current value
$233,880
Previous $221 Million 13.83%
% of portfolio
0.11%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
N/A
169 Added 15.16%
1,284 $251 Million
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
2,371
Shares Held
236M
Call Options Held
551K
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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