Wcg Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History

Wcg Wealth Advisors LLC

  • $1.18 Billion
  • Q1 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 16,177 shares of VIG stock, worth $2.95 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
16,177
Previous 20,326 20.41%
Holding current value
$2.95 Million
Previous $3.46 Million 14.72%
% of portfolio
0.25%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,139
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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