Wealthspire Advisors, LLC Vanguard Dividend Appreciation Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 38,331 shares of VIG stock, worth $6.98 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
38,331
Previous 33,869 13.17%
Holding current value
$6.98 Million
Previous $6.18 Million 12.92%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 13, 2024
BUY
$182.15 - $182.15 $812,753 - $812,753
4,462 Added 13.17%
38,331 $6.98 Million
Q2 2024

Aug 08, 2024
SELL
$173.33 - $185.29 $73,145 - $78,192
-422 Reduced 1.23%
33,869 $6.18 Million
Q1 2024

May 06, 2024
SELL
$168.47 - $182.98 $735,203 - $798,524
-4,364 Reduced 11.29%
34,291 $6.26 Million
Q4 2023

Feb 06, 2024
SELL
$150.16 - $171.16 $30,482 - $34,745
-203 Reduced 0.52%
38,655 $6.59 Million
Q3 2023

Nov 06, 2023
BUY
$155.38 - $166.95 $78,622 - $84,476
506 Added 1.32%
38,858 $6.04 Million
Q2 2023

Jul 31, 2023
BUY
$152.74 - $162.43 $54,680 - $58,149
358 Added 0.94%
38,352 $6.23 Million
Q1 2023

May 09, 2023
BUY
$147.24 - $158.33 $358,971 - $386,008
2,438 Added 6.86%
37,994 $5.85 Million
Q4 2022

Feb 13, 2023
SELL
$144.84 - $158.71 $164,972 - $180,770
-1,139 Reduced 3.1%
35,556 $5.4 Million
Q3 2022

Nov 14, 2022
BUY
N/A
1,462 Added 4.15%
36,695 $4.96 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-4,945 Reduced 12.31%
35,233 $5.06 Million
Q1 2022

May 09, 2022
BUY
N/A
453 Added 1.14%
40,178 $6.52 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-383 Reduced 0.95%
39,725 $6.82 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-2,056 Reduced 4.88%
40,108 $6.16 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-4,380 Reduced 9.41%
42,164 $6.53 Million
Q1 2021

May 17, 2021
BUY
N/A
1,017 Added 2.23%
46,544 $6.85 Million
Q4 2020

Feb 16, 2021
BUY
N/A
41,827 Added 1130.46%
45,527 $6.43 Million
Q3 2020

Nov 16, 2020
BUY
N/A
427 Added 13.05%
3,700 $476,000
Q2 2020

Aug 14, 2020
SELL
N/A
-42,740 Reduced 92.89%
3,273 $384,000
Q1 2020

May 12, 2020
BUY
N/A
46,013 New
46,013 $4.76 Million
Q1 2019

May 08, 2019
SELL
N/A
-1,592 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
1,592 New
1,592 $156,000

Others Institutions Holding VIG

# of Institutions
2,267
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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