Wealth Dimensions Group, Ltd. Vanguard Dividend Appreciation Transaction History

Wealth Dimensions Group, Ltd.

  • $350 Million
  • Q2 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 3,279 shares of VIG stock, worth $597,269. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,279
Previous 3,196 2.6%
Holding current value
$597,269
Previous $583,000 2.57%
% of portfolio
0.17%
Previous 0.17%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$173.33 - $185.29 $14,386 - $15,379
83 Added 2.6%
3,279 $598,000
Q4 2023

Feb 09, 2024
SELL
$150.16 - $171.16 $289,958 - $330,509
-1,931 Reduced 37.66%
3,196 $544,000
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $1,398 - $1,502
9 Added 0.18%
5,127 $796,000
Q2 2023

Aug 14, 2023
BUY
$152.74 - $162.43 $400,484 - $425,891
2,622 Added 105.05%
5,118 $831,000
Q1 2023

May 09, 2023
BUY
$147.24 - $158.33 $129,571 - $139,330
880 Added 54.46%
2,496 $384,000
Q1 2021

May 13, 2021
BUY
N/A
6 Added 0.37%
1,616 $238,000
Q4 2020

Feb 17, 2021
BUY
N/A
1,610 New
1,610 $227,000

Others Institutions Holding VIG

# of Institutions
2,192
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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