Vista Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History

Vista Wealth Management Group, LLC

  • $1.45 Billion
  • Q3 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 1,402 shares of VIG stock, worth $255,374. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,402
Previous 1,342 4.47%
Holding current value
$255,374
Previous $244,000 4.51%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 06, 2024
BUY
$182.15 - $182.15 $10,929 - $10,929
60 Added 4.47%
1,402 $255,000
Q2 2024

Jul 30, 2024
SELL
$173.33 - $185.29 $174,889 - $186,957
-1,009 Reduced 42.92%
1,342 $244,000
Q1 2024

Apr 29, 2024
BUY
$168.47 - $182.98 $56,268 - $61,115
334 Added 16.56%
2,351 $429,000
Q3 2023

Nov 14, 2023
SELL
$155.38 - $166.95 $3,418 - $3,672
-22 Reduced 1.08%
2,017 $313,000
Q2 2023

Aug 02, 2023
SELL
$152.74 - $162.43 $103,252 - $109,802
-676 Reduced 24.9%
2,039 $331,000
Q4 2022

Feb 07, 2023
BUY
$144.84 - $158.71 $89,076 - $97,606
615 Added 29.29%
2,715 $412,000
Q3 2022

Oct 25, 2022
SELL
N/A
-209 Reduced 9.05%
2,100 $301,000
Q2 2022

Jul 14, 2022
SELL
N/A
-29 Reduced 1.24%
2,309 $331,000
Q4 2021

Jan 19, 2022
SELL
N/A
-185 Reduced 7.33%
2,338 $402,000
Q3 2021

Nov 02, 2021
BUY
N/A
207 Added 8.94%
2,523 $388,000
Q2 2021

Jul 27, 2021
BUY
N/A
299 Added 14.82%
2,316 $358,000
Q4 2020

Jan 25, 2021
BUY
N/A
2,017 New
2,017 $285,000

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
Track This Portfolio

Track Vista Wealth Management Group, LLC Portfolio

Follow Vista Wealth Management Group, 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 Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email