Waypoint Wealth Partners Inc. Vanguard Dividend Appreciation Transaction History

Waypoint Wealth Partners Inc.

  • $362 Million
  • Q3 2024

A detailed history of Waypoint Wealth Partners Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 1,028 shares of VIG stock, worth $187,250. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,028
Holding current value
$187,250
% of portfolio
0.05%

Shares

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

Nov 08, 2024
BUY
$182.15 - $182.15 $187,250 - $187,250
1,028 New
1,028 $187,000
Q2 2023

Jul 31, 2023
SELL
$152.74 - $162.43 $9,011 - $9,583
-59 Reduced 3.85%
1,473 $239,000
Q1 2023

May 01, 2023
BUY
$147.24 - $158.33 $8,687 - $9,341
59 Added 4.01%
1,532 $235,000
Q4 2022

Feb 01, 2023
SELL
$144.84 - $158.71 $18,394 - $20,156
-127 Reduced 7.94%
1,473 $223,000
Q3 2022

Oct 26, 2022
BUY
N/A
1,600 New
1,600 $216,000

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 Waypoint Wealth Partners Inc. Portfolio

Follow Waypoint Wealth Partners 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 Waypoint Wealth Partners Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Partners Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email