Wealth Effects LLC Vanguard Dividend Appreciation Transaction History

Wealth Effects LLC

$255 Million
Q4 2024

A detailed history of Wealth Effects LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Effects LLC holds 1,973 shares of VIG stock, worth $359,381. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,973

Previous 1,973 -0.0%

Holding current value

$359,381

Previous $359,000 -0.0%

% of portfolio

0.14%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$182.15 - $182.15 $28,051 - $28,051	154 Added 8.47%	1,973 $359,000
Q1 2024 Apr 22, 2024	SELL	$168.47 - $182.98 $482,666 - $524,237	-2,865 Reduced 61.17%	1,819 $332,000
Q4 2023 Jan 29, 2024	BUY	$150.16 - $171.16 $358,582 - $408,730	2,388 Added 104.01%	4,684 $798,000
Q3 2023 Oct 16, 2023	BUY	$155.38 - $166.95 $10,876 - $11,686	70 Added 3.14%	2,296 $356,000
Q2 2023 Jul 18, 2023	BUY	$152.74 - $162.43 $52,084 - $55,388	341 Added 18.09%	2,226 $361,000
Q4 2022 Feb 02, 2023	BUY	$144.84 - $158.71 $273,023 - $299,168	1,885 New	1,885 $286,000

Others Institutions Holding VIG

# of Institutions

2,492

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Wealth Effects LLC Vanguard Dividend Appreciation Transaction History