Western Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Western Wealth Management, LLC

  • $1.27 Billion
  • Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Western Wealth Management, LLC holds 115,835 shares of VIG stock, worth $21.1 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
115,835
Previous 107,706 7.55%
Holding current value
$21.1 Million
Previous $18.4 Million 15.25%
% of portfolio
1.66%
Previous 1.33%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$168.47 - $182.98 $1.37 Million - $1.49 Million
8,129 Added 7.55%
115,835 $21.2 Million
Q4 2023

Jan 31, 2024
BUY
$150.16 - $171.16 $35,287 - $40,222
235 Added 0.22%
107,706 $18.4 Million
Q3 2023

Nov 07, 2023
BUY
$155.38 - $166.95 $572,264 - $614,876
3,683 Added 3.55%
107,471 $16.7 Million
Q2 2023

Aug 30, 2023
SELL
$152.74 - $162.43 $37,115 - $39,470
-243 Reduced 0.23%
103,788 $16.9 Million
Q1 2023

Aug 30, 2023
BUY
$147.24 - $158.33 $157,105 - $168,938
1,067 Added 1.04%
104,031 $16 Million
Q4 2022

Feb 02, 2023
SELL
$144.84 - $158.71 $14.5 Million - $15.9 Million
-100,039 Reduced 49.28%
102,964 $15.6 Million
Q3 2022

Nov 04, 2022
BUY
N/A
12,410 Added 6.51%
203,003 $27.4 Million
Q2 2022

Jul 18, 2022
BUY
N/A
2,610 Added 1.39%
190,593 $27.3 Million
Q1 2022

May 10, 2022
BUY
N/A
97,079 Added 106.79%
187,983 $30.5 Million
Q4 2021

Feb 14, 2022
BUY
N/A
7,080 Added 8.45%
90,904 $15.6 Million
Q2 2021

Aug 09, 2021
BUY
N/A
6,431 Added 8.31%
83,824 $13 Million
Q1 2021

May 14, 2021
BUY
N/A
3,845 Added 5.23%
77,393 $11.4 Million
Q4 2020

Feb 10, 2021
BUY
N/A
11,165 Added 17.9%
73,548 $10.4 Million
Q3 2020

Oct 27, 2020
BUY
N/A
5,304 Added 9.29%
62,383 $8.03 Million
Q2 2020

Jul 20, 2020
BUY
N/A
3,470 Added 6.47%
57,079 $6.69 Million
Q1 2020

Apr 27, 2020
SELL
N/A
-4,633 Reduced 7.95%
53,609 $5.54 Million
Q4 2019

Feb 10, 2020
BUY
N/A
3,143 Added 5.7%
58,242 $7.26 Million
Q3 2019

Nov 08, 2019
BUY
N/A
7,136 Added 14.88%
55,099 $6.59 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-445 Reduced 0.92%
47,963 $5.53 Million
Q1 2019

May 10, 2019
BUY
N/A
99 Added 0.2%
48,408 $5.3 Million
Q4 2018

Feb 15, 2019
BUY
N/A
48,309 New
48,309 $4.72 Million

Others Institutions Holding VIG

# of Institutions
2,138
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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