Wealth Enhancement Advisory Services, LLC Vanguard Dividend Appreciation Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 935,371 shares of VIG stock, worth $170 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
935,371
Previous 940,722 0.57%
Holding current value
$170 Million
Previous $172 Million 0.79%
% of portfolio
0.38%
Previous 0.43%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$182.15 - $182.15 $974,684 - $974,684
-5,351 Reduced 0.57%
935,371 $170 Million
Q2 2024

Jul 16, 2024
BUY
$173.33 - $185.29 $22.4 Million - $24 Million
129,297 Added 15.93%
940,722 $172 Million
Q1 2024

Apr 15, 2024
BUY
$168.47 - $182.98 $2.51 Million - $2.73 Million
14,899 Added 1.87%
811,425 $148 Million
Q4 2023

Jan 30, 2024
BUY
$150.16 - $171.16 $5.19 Million - $5.92 Million
34,572 Added 4.54%
796,526 $136 Million
Q3 2023

Nov 13, 2023
BUY
$155.38 - $166.95 $82.6 Million - $88.7 Million
531,311 Added 230.36%
761,954 $118 Million
Q2 2023

Jul 21, 2023
BUY
$152.74 - $162.43 $23 Million - $24.4 Million
150,294 Added 187.05%
230,643 $37.5 Million
Q1 2023

Apr 25, 2023
SELL
$147.24 - $158.33 $21.4 Million - $23 Million
-145,331 Reduced 64.4%
80,349 $12.4 Million
Q4 2022

Feb 01, 2023
SELL
$144.84 - $158.71 $18.1 Million - $19.8 Million
-124,948 Reduced 35.64%
225,680 $34.3 Million
Q3 2022

Oct 17, 2022
SELL
N/A
-4,633 Reduced 1.3%
350,628 $48.1 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-9,600 Reduced 2.63%
355,261 $51.8 Million
Q1 2022

Apr 18, 2022
SELL
N/A
-4,492 Reduced 1.22%
364,861 $59.5 Million
Q4 2021

Feb 08, 2022
BUY
N/A
6,409 Added 1.77%
369,353 $59.9 Million
Q3 2021

Nov 03, 2021
SELL
N/A
-12,795 Reduced 3.41%
362,944 $59.7 Million
Q2 2021

Aug 10, 2021
BUY
N/A
7,402 Added 2.01%
375,739 $59.3 Million
Q1 2021

May 12, 2021
BUY
N/A
329,391 Added 845.76%
368,337 $55.2 Million
Q4 2020

Feb 10, 2021
SELL
N/A
-3,754 Reduced 8.79%
38,946 $5.48 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-1,353 Reduced 3.07%
42,700 $5.74 Million
Q2 2020

Oct 13, 2020
BUY
N/A
44,053 New
44,053 $5.47 Million
Q2 2020

Aug 10, 2020
SELL
N/A
-35,711 Closed
0 $0
Q1 2020

May 01, 2020
BUY
N/A
33,625 Added 1611.94%
35,711 $4.07 Million
Q4 2019

Feb 05, 2020
BUY
N/A
10 Added 0.48%
2,086 $260,000
Q3 2019

Nov 06, 2019
BUY
N/A
9 Added 0.44%
2,076 $247,000
Q2 2019

Aug 02, 2019
BUY
N/A
9 Added 0.44%
2,067 $247,000
Q1 2019

Apr 30, 2019
BUY
N/A
9 Added 0.44%
2,058 $232,000
Q4 2018

Feb 04, 2019
BUY
N/A
12 Added 0.59%
2,049 $211,000
Q3 2018

Nov 02, 2018
BUY
N/A
2,037 New
2,037 $207,000

Others Institutions Holding VIG

# of Institutions
2,229
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
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 Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email