Wealth Shield Partners, LLC Vanguard Dividend Appreciation Transaction History

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 54,291 shares of VIG stock, worth $9.89 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
54,291
Previous 43,027 26.18%
Holding current value
$9.89 Million
Previous $7.85 Million 25.91%
% of portfolio
1.37%
Previous 1.23%

Shares

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

Nov 04, 2024
BUY
$182.15 - $182.15 $2.05 Million - $2.05 Million
11,264 Added 26.18%
54,291 $9.89 Million
Q2 2024

Jul 26, 2024
BUY
$173.33 - $185.29 $119,424 - $127,664
689 Added 1.63%
43,027 $7.85 Million
Q1 2024

Apr 29, 2024
SELL
$168.47 - $182.98 $734,360 - $797,609
-4,359 Reduced 9.33%
42,338 $7.73 Million
Q4 2023

Jan 23, 2024
SELL
$150.16 - $171.16 $250,767 - $285,837
-1,670 Reduced 3.45%
46,697 $7.96 Million
Q3 2023

Oct 25, 2023
BUY
$155.38 - $166.95 $599,922 - $644,593
3,861 Added 8.68%
48,367 $7.52 Million
Q2 2023

Aug 03, 2023
SELL
$152.74 - $162.43 $745,982 - $793,308
-4,884 Reduced 9.89%
44,506 $7.23 Million
Q1 2023

May 08, 2023
SELL
$147.24 - $158.33 $1.19 Million - $1.28 Million
-8,091 Reduced 14.08%
49,390 $7.61 Million
Q4 2022

Feb 13, 2023
SELL
$144.84 - $158.71 $116,306 - $127,444
-803 Reduced 1.38%
57,481 $8.73 Million
Q3 2022

Nov 04, 2022
BUY
N/A
7,312 Added 14.35%
58,284 $7.88 Million
Q2 2022

Aug 11, 2022
BUY
N/A
3,515 Added 7.41%
50,972 $7.31 Million
Q1 2022

May 09, 2022
SELL
N/A
-2,309 Reduced 4.64%
47,457 $7.7 Million
Q4 2021

Feb 10, 2022
BUY
N/A
18,212 Added 57.72%
49,766 $8.55 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-14,329 Reduced 31.23%
31,554 $4.85 Million
Q2 2021

Aug 06, 2021
BUY
N/A
7,352 Added 19.08%
45,883 $7.26 Million
Q1 2021

May 17, 2021
SELL
N/A
-14,653 Reduced 27.55%
38,531 $5.67 Million
Q4 2020

Feb 16, 2021
BUY
N/A
10,572 Added 24.81%
53,184 $7.51 Million
Q3 2020

Oct 30, 2020
BUY
N/A
3,536 Added 9.05%
42,612 $5.48 Million
Q2 2020

Aug 13, 2020
BUY
N/A
1,312 Added 3.47%
39,076 $4.58 Million
Q1 2020

May 12, 2020
SELL
N/A
-9,737 Reduced 20.5%
37,764 $3.91 Million
Q4 2019

Feb 13, 2020
SELL
N/A
-1,226 Reduced 2.52%
47,501 $5.92 Million
Q3 2019

Nov 13, 2019
BUY
N/A
3,536 Added 7.82%
48,727 $5.83 Million
Q2 2019

Aug 12, 2019
BUY
N/A
3,770 Added 9.1%
45,191 $5.2 Million
Q1 2019

May 14, 2019
BUY
N/A
4,378 Added 11.82%
41,421 $4.55 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-12,475 Reduced 25.19%
37,043 $3.63 Million
Q3 2018

Nov 05, 2018
SELL
N/A
-3,041 Reduced 5.79%
49,518 $5.51 Million
Q2 2018

Aug 02, 2018
SELL
N/A
-277 Reduced 0.52%
52,559 $5.37 Million
Q1 2018

May 11, 2018
SELL
N/A
-1,231 Reduced 2.28%
52,836 $5.34 Million
Q4 2017

Apr 18, 2018
BUY
N/A
54,067
54,067 $5.53 Million

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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