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
2,268
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 Wade Financial Advisory, Inc Portfolio

Follow Wade Financial Advisory, Inc 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 Wade Financial Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wade Financial Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email