Wealth Dimensions Group, Ltd. Vanguard Dividend Appreciation Transaction History

Wealth Dimensions Group, Ltd.

$418 Million
Q1 2025

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 4,695 shares of VIG stock, worth $855,194. This represents 0.2% of its overall portfolio holdings.

Number of Shares

4,695

Previous 4,919 4.55%

Holding current value

$855,194

Previous $895,000 4.47%

% of portfolio

0.2%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	N/A	-224 Reduced 4.55%	4,695 $855,000
Q4 2024 Feb 13, 2025	BUY	N/A	1,640 Added 50.02%	4,919 $895,000
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

2,564

Shares Held

219M

Call Options Held

572K

Put Options Held

128K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Wealth Dimensions Group, Ltd. Vanguard Dividend Appreciation Transaction History