Wealth Bridge Capital Management, LLC Vanguard Dividend Appreciation Transaction History

Wealth Bridge Capital Management, LLC

  • $342 Million
  • Q3 2024

A detailed history of Wealth Bridge Capital Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 28,730 shares of VIG stock, worth $5.23 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
28,730
Previous 27,898 2.98%
Holding current value
$5.23 Million
Previous $5.09 Million 2.77%
% of portfolio
1.53%
Previous 1.71%

Shares

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

Oct 07, 2024
BUY
$182.15 - $182.15 $151,548 - $151,548
832 Added 2.98%
28,730 $5.23 Million
Q2 2024

Aug 02, 2024
BUY
$173.33 - $185.29 $100,011 - $106,912
577 Added 2.11%
27,898 $5.09 Million
Q1 2024

Apr 30, 2024
BUY
$168.47 - $182.98 $139,324 - $151,324
827 Added 3.12%
27,321 $4.99 Million
Q4 2023

Feb 12, 2024
BUY
$150.16 - $171.16 $31,984 - $36,457
213 Added 0.81%
26,494 $4.51 Million
Q3 2023

Nov 08, 2023
BUY
$155.38 - $166.95 $79,554 - $85,478
512 Added 1.99%
26,281 $4.08 Million
Q2 2023

Aug 01, 2023
BUY
$152.74 - $162.43 $32,075 - $34,110
210 Added 0.82%
25,769 $4.19 Million
Q1 2023

May 10, 2023
BUY
$147.24 - $158.33 $36,662 - $39,424
249 Added 0.98%
25,559 $3.94 Million
Q4 2022

Jan 31, 2023
BUY
$144.84 - $158.71 $30,706 - $33,646
212 Added 0.84%
25,310 $3.84 Million
Q2 2022

Aug 12, 2022
BUY
N/A
477 Added 1.94%
25,098 $3.6 Million
Q1 2022

Apr 15, 2022
SELL
N/A
-1,508 Reduced 5.77%
24,621 $3.99 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-2,903 Reduced 10.0%
26,129 $4.49 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-782 Reduced 2.62%
29,032 $4.46 Million
Q2 2021

Aug 16, 2021
BUY
N/A
3,788 Added 14.55%
29,814 $4.62 Million
Q1 2021

May 17, 2021
BUY
N/A
638 Added 2.51%
26,026 $3.83 Million
Q4 2020

Feb 12, 2021
BUY
N/A
886 Added 3.62%
25,388 $3.58 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-109 Reduced 0.44%
24,502 $3.15 Million
Q2 2020

Aug 14, 2020
BUY
N/A
1,902 Added 8.38%
24,611 $2.88 Million
Q1 2020

May 15, 2020
BUY
N/A
22,709 New
22,709 $2.35 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-595 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
595 New
595 $58,000

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
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More about VIG
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