Vista Private Wealth Partners. LLC Vanguard Dividend Appreciation Transaction History

Vista Private Wealth Partners. LLC

  • $256 Million
  • Q4 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
2,404
Shares Held
239M
Call Options Held
595K
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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