Wealthsource Partners, LLC Vanguard Dividend Appreciation Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealthsource Partners, LLC holds 14,424 shares of VIG stock, worth $2.63 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
14,424
Previous 14,858 2.92%
Holding current value
$2.63 Million
Previous $2.31 Million 6.46%
% of portfolio
0.16%
Previous 0.16%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$150.16 - $171.16 $65,169 - $74,283
-434 Reduced 2.92%
14,424 $2.46 Million
Q3 2023

Nov 09, 2023
SELL
$155.38 - $166.95 $13,207 - $14,190
-85 Reduced 0.57%
14,858 $2.31 Million
Q2 2023

Aug 14, 2023
BUY
$152.74 - $162.43 $44,600 - $47,429
292 Added 1.99%
14,943 $2.43 Million
Q1 2023

May 15, 2023
SELL
$147.24 - $158.33 $56,245 - $60,482
-382 Reduced 2.54%
14,651 $2.26 Million
Q4 2022

Feb 09, 2023
SELL
$144.84 - $158.71 $380,349 - $416,772
-2,626 Reduced 14.87%
15,033 $2.28 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-1,178 Reduced 6.25%
17,659 $2.39 Million
Q2 2022

Aug 10, 2022
BUY
N/A
5,815 Added 44.66%
18,837 $2.7 Million
Q1 2022

May 09, 2022
SELL
N/A
-1,029 Reduced 7.32%
13,022 $2.11 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-373 Reduced 2.59%
14,051 $2.41 Million
Q3 2021

Nov 18, 2021
SELL
N/A
-23 Reduced 0.16%
14,424 $2.22 Million
Q2 2021

Nov 18, 2021
SELL
N/A
-1,016 Reduced 6.57%
14,447 $2.24 Million
Q1 2021

Jun 21, 2021
BUY
N/A
4,087 Added 35.93%
15,463 $2.27 Million
Q4 2020

Feb 12, 2021
BUY
N/A
9,024 Added 383.67%
11,376 $1.61 Million
Q3 2020

Nov 16, 2020
SELL
N/A
-550 Reduced 18.95%
2,352 $0
Q1 2020

May 12, 2020
SELL
N/A
-438 Reduced 13.11%
2,902 $300,000
Q4 2019

Feb 12, 2020
BUY
N/A
330 Added 10.96%
3,340 $416,000
Q3 2019

Nov 15, 2019
BUY
N/A
707 Added 30.7%
3,010 $360,000
Q2 2019

Aug 09, 2019
SELL
N/A
-154 Reduced 6.27%
2,303 $265,000
Q1 2018

Apr 16, 2018
BUY
N/A
383 Added 18.47%
2,457 $221,000
Q4 2017

Feb 16, 2018
SELL
N/A
-462 Reduced 18.22%
2,074 $212,000
Q3 2017

Nov 20, 2017
BUY
N/A
8 Added 0.32%
2,536 $240,000
Q2 2017

Aug 16, 2017
BUY
N/A
2,528
2,528 $234,000

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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