Wealth Effects LLC Vanguard Dividend Appreciation Transaction History

Wealth Effects LLC

  • $269 Million
  • Q1 2024

A detailed history of Wealth Effects LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Effects LLC holds 1,819 shares of VIG stock, worth $332,058. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,819
Previous 4,684 61.17%
Holding current value
$332,058
Previous $798,000 58.4%
% of portfolio
0.12%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,135
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
Track This Portfolio

Track Wealth Effects LLC Portfolio

Follow Wealth Effects LLC 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 Effects LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Effects LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email