Wealthstream Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Wealthstream Advisors, Inc.

  • $512 Million
  • Q1 2025

A detailed history of Wealthstream Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 1,868 shares of VIG stock, worth $340,256. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,868
Previous 1,862 0.32%
Holding current value
$340,256
Previous $339,000 0.29%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
N/A
6 Added 0.32%
1,868 $340,000
Q4 2024

Feb 04, 2025
SELL
N/A
-18 Reduced 0.96%
1,862 $339,000
Q3 2024

Nov 06, 2024
BUY
$182.15 - $182.15 $1,275 - $1,275
7 Added 0.37%
1,880 $342,000
Q1 2024

May 08, 2024
BUY
$168.47 - $182.98 $315,544 - $342,721
1,873 New
1,873 $342,000

Others Institutions Holding VIG

# of Institutions
2,542
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Wealthstream Advisors, Inc. Portfolio

Follow Wealthstream Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthstream Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealthstream Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email