Waterfront Wealth Inc. Vanguard Dividend Appreciation Transaction History

Waterfront Wealth Inc.

  • $400 Million
  • Q3 2024

A detailed history of Waterfront Wealth Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Waterfront Wealth Inc. holds 1,575 shares of VIG stock, worth $286,886. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,575
Previous 1,290 22.09%
Holding current value
$286,886
Previous $235,000 21.7%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 31, 2024
BUY
$182.15 - $182.15 $51,912 - $51,912
285 Added 22.09%
1,575 $286,000
Q2 2024

Aug 01, 2024
SELL
$173.33 - $185.29 $10,746 - $11,487
-62 Reduced 4.59%
1,290 $235,000
Q1 2024

May 13, 2024
BUY
$168.47 - $182.98 $19,374 - $21,042
115 Added 9.3%
1,352 $246,000
Q4 2023

Jan 31, 2024
BUY
$150.16 - $171.16 $185,747 - $211,724
1,237 New
1,237 $210,000

Others Institutions Holding VIG

# of Institutions
2,250
Shares Held
204M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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