Wade Financial Advisory, Inc Vanguard Dividend Appreciation Transaction History

Wade Financial Advisory, Inc

  • $296 Million
  • Q3 2024

A detailed history of Wade Financial Advisory, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 25,214 shares of VIG stock, worth $4.59 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
25,214
Previous 25,582 1.44%
Holding current value
$4.59 Million
Previous $4.67 Million 1.65%
% of portfolio
1.55%
Previous 1.68%

Shares

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

Oct 28, 2024
SELL
$182.15 - $182.15 $67,031 - $67,031
-368 Reduced 1.44%
25,214 $4.59 Million
Q2 2024

Jul 25, 2024
SELL
$173.33 - $185.29 $35,705 - $38,169
-206 Reduced 0.8%
25,582 $4.67 Million
Q1 2024

May 13, 2024
SELL
$168.47 - $182.98 $81,707 - $88,745
-485 Reduced 1.85%
25,788 $4.71 Million
Q4 2023

Feb 09, 2024
SELL
$150.16 - $171.16 $112,319 - $128,027
-748 Reduced 2.77%
26,273 $4.48 Million
Q3 2023

Oct 10, 2023
SELL
$155.38 - $166.95 $321,636 - $345,586
-2,070 Reduced 7.12%
27,021 $4.2 Million
Q2 2023

Aug 09, 2023
SELL
$152.74 - $162.43 $948,515 - $1.01 Million
-6,210 Reduced 17.59%
29,091 $4.73 Million
Q1 2023

Apr 07, 2023
SELL
$147.24 - $158.33 $46,675 - $50,190
-317 Reduced 0.89%
35,301 $5.44 Million
Q4 2022

Jan 12, 2023
BUY
$144.84 - $158.71 $1.34 Million - $1.47 Million
9,259 Added 35.13%
35,618 $0
Q3 2022

Oct 26, 2022
SELL
N/A
-5,853 Reduced 18.17%
26,359 $3.56 Million
Q2 2022

Aug 05, 2022
BUY
N/A
7,717 Added 31.5%
32,212 $4.62 Million
Q1 2022

Apr 21, 2022
BUY
N/A
3,309 Added 15.62%
24,495 $3.97 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-47 Reduced 0.22%
21,186 $3.64 Million
Q3 2021

Nov 02, 2021
SELL
N/A
-305 Reduced 1.42%
21,233 $3.26 Million
Q2 2021

Jul 29, 2021
SELL
N/A
-731 Reduced 3.28%
21,538 $3.33 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-133 Reduced 0.59%
22,269 $3.28 Million
Q4 2020

Mar 10, 2021
SELL
N/A
-832 Reduced 3.58%
22,402 $3.16 Million
Q3 2020

Nov 03, 2020
SELL
N/A
-51 Reduced 0.22%
23,234 $2.99 Million
Q2 2020

Jul 16, 2020
SELL
N/A
-4,377 Reduced 15.82%
23,285 $2.73 Million
Q1 2020

Apr 27, 2020
BUY
N/A
14,390 Added 108.42%
27,662 $2.86 Million
Q4 2019

Feb 11, 2020
BUY
N/A
13,272 New
13,272 $1.65 Million

Others Institutions Holding VIG

# of Institutions
2,229
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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