Wbh Advisory Inc Vanguard Dividend Appreciation Transaction History

Wbh Advisory Inc

  • $1.16 Billion
  • Q2 2025

A detailed history of Wbh Advisory Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wbh Advisory Inc holds 7,977 shares of VIG stock, worth $1.45 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,977
Previous 8,783 9.18%
Holding current value
$1.45 Million
Previous $1.6 Million 9.13%
% of portfolio
0.13%
Previous 0.15%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
N/A
-806 Reduced 9.18%
7,977 $1.45 Million
Q1 2025

May 09, 2025
SELL
N/A
-6 Reduced 0.07%
8,783 $1.6 Million
Q4 2024

Jan 30, 2025
SELL
N/A
-97 Reduced 1.09%
8,789 $1.6 Million
Q3 2024

Oct 15, 2024
BUY
$182.15 - $182.15 $130,237 - $130,237
715 Added 8.75%
8,886 $1.62 Million
Q2 2024

Jul 11, 2024
BUY
$173.33 - $185.29 $126,184 - $134,891
728 Added 9.78%
8,171 $1.49 Million
Q1 2024

Apr 16, 2024
SELL
$168.47 - $182.98 $35,378 - $38,425
-210 Reduced 2.74%
7,443 $1.36 Million
Q4 2023

Jan 09, 2024
SELL
$150.16 - $171.16 $12,463 - $14,206
-83 Reduced 1.07%
7,653 $1.3 Million
Q3 2023

Oct 10, 2023
SELL
$155.38 - $166.95 $8,235 - $8,848
-53 Reduced 0.68%
7,736 $1.2 Million
Q2 2023

Jul 12, 2023
BUY
$152.74 - $162.43 $56,208 - $59,774
368 Added 4.96%
7,789 $1.27 Million
Q1 2023

Apr 20, 2023
BUY
$147.24 - $158.33 $161,964 - $174,163
1,100 Added 17.4%
7,421 $1.14 Million
Q3 2022

Oct 18, 2022
SELL
N/A
-595 Reduced 8.6%
6,321 $854,000
Q2 2022

Jul 12, 2022
SELL
N/A
-25 Reduced 0.36%
6,916 $1 Million
Q4 2021

Jan 28, 2022
BUY
N/A
17 Added 0.25%
6,941 $1.19 Million
Q3 2021

Oct 25, 2021
BUY
N/A
37 Added 0.54%
6,924 $1.06 Million
Q1 2021

Apr 19, 2021
BUY
N/A
5,235 Added 316.89%
6,887 $1.01 Million
Q3 2020

Oct 27, 2020
BUY
N/A
1,652 New
1,652 $213,000
Q1 2020

May 07, 2020
SELL
N/A
-1,644 Closed
0 $0
Q4 2019

Jan 27, 2020
BUY
N/A
1,644 New
1,644 $204,000

Others Institutions Holding VIG

# of Institutions
2,586
Shares Held
257M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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