Weitzel Financial Services, Inc. Vanguard Dividend Appreciation Transaction History

Weitzel Financial Services, Inc.

$211 Million
Q4 2024

A detailed history of Weitzel Financial Services, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Weitzel Financial Services, Inc. holds 1,267 shares of VIG stock, worth $230,784. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,267

Previous 1,314 3.58%

Holding current value

$230,784

Previous $239,000 3.77%

% of portfolio

0.11%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	N/A	-47 Reduced 3.58%	1,267 $230,000
Q3 2024 Oct 31, 2024	BUY	$182.15 - $182.15 $35,519 - $35,519	195 Added 17.43%	1,314 $239,000
Q2 2024 Aug 06, 2024	BUY	$173.33 - $185.29 $519 - $555	3 Added 0.27%	1,119 $204,000
Q1 2024 Apr 10, 2024	SELL	$168.47 - $182.98 $29,650 - $32,204	-176 Reduced 13.62%	1,116 $203,000
Q4 2023 Feb 14, 2024	BUY	$150.16 - $171.16 $194,006 - $221,138	1,292 New	1,292 $220,000
Q2 2022 Jul 11, 2022	SELL	N/A	-1,354 Closed	0 $0
Q1 2022 Apr 07, 2022	BUY	N/A	123 Added 9.99%	1,354 $0
Q4 2021 Jan 13, 2022	BUY	N/A	1,231 New	1,231 $211 Million
Q1 2021 May 14, 2021	SELL	N/A	-2,084 Closed	0 $0
Q4 2020 Feb 22, 2021	BUY	N/A	2,084 New	2,084 $298,000

Others Institutions Holding VIG

# of Institutions

2,491

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

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Weitzel Financial Services, Inc. Vanguard Dividend Appreciation Transaction History