Wealthquest Corp Vanguard Dividend Appreciation Transaction History

Wealthquest Corp

$948 Million
Q4 2024

A detailed history of Wealthquest Corp transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealthquest Corp holds 3,678 shares of VIG stock, worth $669,947. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,678

Previous 3,728 1.34%

Holding current value

$669,947

Previous $679,000 1.47%

% of portfolio

0.07%

Previous 0.08%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	N/A	-50 Reduced 1.34%	3,678 $669,000
Q2 2024 Aug 26, 2024	SELL	$173.33 - $185.29 $48,359 - $51,695	-279 Reduced 6.96%	3,728 $680,000
Q3 2023 Nov 15, 2023	SELL	$155.38 - $166.95 $3,107 - $3,339	-20 Reduced 0.5%	4,007 $622,000
Q2 2022 Aug 12, 2022	SELL	N/A	-15 Reduced 0.37%	4,027 $577,000
Q4 2021 Feb 14, 2022	BUY	N/A	500 Added 14.12%	4,042 $694,000
Q3 2021 Nov 15, 2021	BUY	N/A	275 Added 8.42%	3,542 $544,000
Q2 2021 Aug 10, 2021	BUY	N/A	150 Added 4.81%	3,267 $505,000
Q1 2021 May 13, 2021	SELL	N/A	-71 Reduced 2.23%	3,117 $458,000
Q4 2020 Feb 09, 2021	SELL	N/A	-927 Reduced 22.53%	3,188 $450,000
Q3 2020 Nov 12, 2020	BUY	N/A	2,293 Added 125.85%	4,115 $529,000
Q4 2019 Feb 18, 2020	SELL	N/A	-50 Reduced 2.67%	1,822 $227,000
Q3 2019 Oct 18, 2019	BUY	N/A	1,872 New	1,872 $223,000

Others Institutions Holding VIG

# of Institutions

2,477

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Wealthquest Corp Vanguard Dividend Appreciation Transaction History