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 940,722 shares of VIG stock, worth $171 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
940,722
Previous 811,425 15.93%
Holding current value
$171 Million
Previous $148 Million 15.9%
% of portfolio
0.43%
Previous 0.4%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD DIVIDEND APPRECIATION


  • 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.