Wealth Care Investment Partners, LLC Vanguard Dividend Appreciation Transaction History

Wealth Care Investment Partners, LLC

  • $220 Million
  • Q3 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 5,537 shares of VIG stock, worth $1.01 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
5,537
Previous 5,391 2.71%
Holding current value
$1.01 Million
Previous $984,000 2.44%
% of portfolio
0.46%
Previous 0.48%

Shares

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

Oct 08, 2024
BUY
$182.15 - $182.15 $26,593 - $26,593
146 Added 2.71%
5,537 $1.01 Million
Q2 2024

Jul 18, 2024
SELL
$173.33 - $185.29 $1,733 - $1,852
-10 Reduced 0.19%
5,391 $984,000
Q1 2024

Apr 15, 2024
SELL
$168.47 - $182.98 $1,853 - $2,012
-11 Reduced 0.2%
5,401 $986,000
Q4 2023

Jan 18, 2024
BUY
$150.16 - $171.16 $4,204 - $4,792
28 Added 0.52%
5,412 $922,000
Q3 2023

Oct 10, 2023
SELL
$155.38 - $166.95 $18,024 - $19,366
-116 Reduced 2.11%
5,384 $836,000
Q2 2023

Jul 13, 2023
BUY
$152.74 - $162.43 $20,619 - $21,928
135 Added 2.52%
5,500 $893,000
Q1 2023

Apr 10, 2023
SELL
$147.24 - $158.33 $4,269 - $4,591
-29 Reduced 0.54%
5,365 $826,000
Q4 2022

Jan 19, 2023
SELL
$144.84 - $158.71 $17,091 - $18,727
-118 Reduced 2.14%
5,394 $0
Q3 2022

Oct 17, 2022
SELL
N/A
-48 Reduced 0.86%
5,512 $745,000
Q2 2022

Jul 18, 2022
SELL
N/A
-508 Reduced 8.37%
5,560 $798,000
Q1 2022

Apr 14, 2022
BUY
N/A
4,572 Added 305.61%
6,068 $977,000
Q4 2021

Feb 07, 2022
BUY
N/A
1,496 New
1,496 $257,000

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
  • Industry ETFs
More about VIG
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