Wcg Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 16,450 shares of VIG stock, worth $3 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
16,450
Previous 16,438 0.07%
Holding current value
$3 Million
Previous $3 Million 8.56%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Nov 13, 2024
BUY
$182.15 - $182.15 $2,185 - $2,185
12 Added 0.07%
16,450 $3.26 Million
Q2 2024

Aug 12, 2024
BUY
$173.33 - $185.29 $45,239 - $48,360
261 Added 1.61%
16,438 $3 Million
Q1 2024

May 13, 2024
SELL
$168.47 - $182.98 $698,982 - $759,184
-4,149 Reduced 20.41%
16,177 $2.95 Million
Q4 2023

Feb 08, 2024
BUY
$150.16 - $171.16 $74,028 - $84,381
493 Added 2.49%
20,326 $3.46 Million
Q3 2023

Nov 09, 2023
BUY
$155.38 - $166.95 $3.08 Million - $3.31 Million
19,833 New
19,833 $3.08 Million
Q3 2022

Nov 14, 2022
BUY
N/A
2,915 New
2,915 $394,000

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
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