Vista Private Wealth Partners. LLC Vanguard Dividend Appreciation Transaction History

Vista Private Wealth Partners. LLC

  • $261 Million
  • Q3 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 266 shares of VIG stock, worth $48,451. This represents 0.02% of its overall portfolio holdings.

Number of Shares
266
Previous 266 -0.0%
Holding current value
$48,451
Previous $48,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$173.33 - $185.29 $46,105 - $49,287
266 New
266 $48,000
Q3 2023

Oct 10, 2023
SELL
$155.38 - $166.95 $21,287 - $22,872
-137 Reduced 6.85%
1,864 $289,000
Q3 2022

Oct 13, 2022
BUY
N/A
137 Added 7.35%
2,001 $277,000
Q2 2021

Jul 14, 2021
BUY
N/A
1 Added 0.05%
1,864 $289,000
Q3 2020

Dec 22, 2020
BUY
N/A
1,863 New
1,863 $240,000
Q4 2019

Jan 08, 2020
SELL
N/A
-156 Closed
0 $0
Q3 2019

Oct 16, 2019
BUY
N/A
156 New
156 $0

Others Institutions Holding VIG

# of Institutions
2,267
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
Track This Portfolio

Track Vista Private Wealth Partners. LLC Portfolio

Follow Vista Private Wealth Partners. LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Private Wealth Partners. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Private Wealth Partners. LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email