Wedmont Private Capital Vanguard Dividend Appreciation Transaction History

Wedmont Private Capital

$1.75 Billion
Q3 2024

A detailed history of Wedmont Private Capital transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wedmont Private Capital holds 18,397 shares of VIG stock, worth $3.35 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

18,397

Previous 18,712 1.68%

Holding current value

$3.35 Million

Previous $3.42 Million 1.87%

% of portfolio

0.19%

Previous 0.22%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$182.15 - $182.15 $57,377 - $57,377	-315 Reduced 1.68%	18,397 $3.35 Million
Q2 2024 Jul 15, 2024	BUY	$173.33 - $185.29 $187,889 - $200,854	1,084 Added 6.15%	18,712 $3.42 Million
Q1 2024 Apr 10, 2024	BUY	$168.47 - $182.98 $79,854 - $86,732	474 Added 2.76%	17,628 $3.22 Million
Q4 2023 Jan 09, 2024	BUY	$150.16 - $171.16 $115,623 - $131,793	770 Added 4.7%	17,154 $2.92 Million
Q3 2023 Oct 10, 2023	BUY	$155.38 - $166.95 $1.29 Million - $1.39 Million	8,322 Added 103.23%	16,384 $2.55 Million
Q2 2023 Jul 17, 2023	BUY	$152.74 - $162.43 $429,352 - $456,590	2,811 Added 53.53%	8,062 $1.31 Million
Q1 2023 Apr 11, 2023	BUY	$147.24 - $158.33 $26,061 - $28,024	177 Added 3.49%	5,251 $808,000
Q4 2022 Jan 09, 2023	BUY	$144.84 - $158.71 $36,789 - $40,312	254 Added 5.27%	5,074 $0
Q3 2022 Oct 03, 2022	BUY	N/A	291 Added 6.43%	4,820 $651,000
Q2 2022 Jul 11, 2022	BUY	N/A	931 Added 25.88%	4,529 $650,000
Q1 2022 Apr 05, 2022	BUY	N/A	119 Added 3.42%	3,598 $586,000
Q4 2021 Jan 14, 2022	BUY	N/A	3,479 New	3,479 $584,000

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

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Wedmont Private Capital Vanguard Dividend Appreciation Transaction History