A detailed history of Wealth Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Advisors, Inc. holds 42,200 shares of VIG stock, worth $7.69 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
42,200
Previous 43,313 2.57%
Holding current value
$7.69 Million
Previous $7.04 Million 6.79%
% of portfolio
2.94%
Previous 3.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 23, 2023

SELL
$155.38 - $166.95 $172,937 - $185,815
-1,113 Reduced 2.57%
42,200 $6.56 Million
Q2 2023

Jul 17, 2023

SELL
$152.74 - $162.43 $747,662 - $795,094
-4,895 Reduced 10.15%
43,313 $7.04 Million
Q1 2023

May 05, 2023

BUY
$147.24 - $158.33 $140,908 - $151,521
957 Added 2.03%
48,208 $7.42 Million
Q4 2022

Jan 25, 2023

SELL
$144.84 - $158.71 $1.44 Million - $1.58 Million
-9,947 Reduced 17.39%
47,251 $0
Q3 2022

Oct 13, 2022

BUY
N/A
272 Added 0.48%
57,198 $7.73 Million
Q2 2022

Aug 05, 2022

BUY
N/A
1,484 Added 2.68%
56,926 $8.17 Million
Q1 2022

Apr 14, 2022

BUY
N/A
1,131 Added 2.08%
55,442 $8.99 Million
Q4 2021

Jan 24, 2022

SELL
N/A
-1,345 Reduced 2.42%
54,311 $9.33 Million
Q3 2021

Nov 15, 2021

SELL
N/A
-544 Reduced 0.97%
55,656 $8.56 Million
Q2 2021

Aug 04, 2021

BUY
N/A
1,297 Added 2.36%
56,200 $8.91 Million
Q1 2021

Apr 28, 2021

BUY
N/A
2,302 Added 4.38%
54,903 $8.34 Million
Q4 2020

Feb 04, 2021

BUY
N/A
6,574 Added 14.28%
52,601 $7.43 Million
Q3 2020

Oct 19, 2020

BUY
N/A
3,192 Added 7.45%
46,027 $6.08 Million
Q2 2020

Jul 13, 2020

BUY
N/A
5,570 Added 14.95%
42,835 $5.1 Million
Q1 2020

Apr 17, 2020

BUY
N/A
24,863 Added 200.48%
37,265 $4.15 Million
Q4 2019

Mar 16, 2020

BUY
N/A
12,402 New
12,402 $1.62 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Wealth Advisors, Inc. Portfolio

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

News

Stay updated on Wealth Advisors, Inc. with notifications on news.