Wealthspan Partners, LLC Vanguard Dividend Appreciation Transaction History

Wealthspan Partners, LLC

  • $179 Million
  • Q2 2024

A detailed history of Wealthspan Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealthspan Partners, LLC holds 47,683 shares of VIG stock, worth $8.69 Million. This represents 4.87% of its overall portfolio holdings.

Number of Shares
47,683
Previous 48,624 1.94%
Holding current value
$8.69 Million
Previous $8.88 Million 1.97%
% of portfolio
4.87%
Previous 5.27%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$173.33 - $185.29 $163,103 - $174,357
-941 Reduced 1.94%
47,683 $8.7 Million
Q1 2024

Apr 29, 2024
SELL
$168.47 - $182.98 $98,049 - $106,494
-582 Reduced 1.18%
48,624 $8.88 Million
Q4 2023

Jan 29, 2024
SELL
$150.16 - $171.16 $322,543 - $367,651
-2,148 Reduced 4.18%
49,206 $8.38 Million
Q3 2023

Nov 01, 2023
SELL
$155.38 - $166.95 $395,442 - $424,887
-2,545 Reduced 4.72%
51,354 $7.98 Million
Q2 2023

Aug 08, 2023
SELL
$152.74 - $162.43 $91,796 - $97,620
-601 Reduced 1.1%
53,899 $8.75 Million
Q1 2023

Apr 21, 2023
SELL
$147.24 - $158.33 $378,995 - $407,541
-2,574 Reduced 4.51%
54,500 $8.39 Million
Q4 2022

Feb 13, 2023
SELL
$144.84 - $158.71 $58,080 - $63,642
-401 Reduced 0.7%
57,074 $8.67 Million
Q3 2022

Nov 14, 2022
BUY
N/A
8 Added 0.01%
57,475 $7.77 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-2,870 Reduced 4.76%
57,467 $8.25 Million
Q1 2022

May 12, 2022
SELL
N/A
-1,079 Reduced 1.76%
60,337 $9.78 Million
Q4 2021

Feb 15, 2022
BUY
N/A
61,416 New
61,416 $10.5 Million

Others Institutions Holding VIG

# of Institutions
2,192
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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