Wetzel Investment Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Wetzel Investment Advisors, Inc.

$194 Million
Q3 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 12,242 shares of VIG stock, worth $2.23 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

12,242

Previous 12,924 5.28%

Holding current value

$2.23 Million

Previous $2.36 Million 5.51%

% of portfolio

1.15%

Previous 1.36%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$182.15 - $182.15 $124,226 - $124,226	-682 Reduced 5.28%	12,242 $2.23 Million
Q2 2024 Aug 07, 2024	BUY	$173.33 - $185.29 $9,359 - $10,005	54 Added 0.42%	12,924 $2.36 Million
Q1 2024 Apr 23, 2024	SELL	$168.47 - $182.98 $37,905 - $41,170	-225 Reduced 1.72%	12,870 $2.35 Million
Q4 2023 Jan 31, 2024	BUY	$150.16 - $171.16 $1.97 Million - $2.24 Million	13,095 New	13,095 $2.23 Million

Others Institutions Holding VIG

# of Institutions

2,249

Shares Held

204M

Call Options Held

463K

Put Options Held

229K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Wetzel Investment Advisors, Inc. Vanguard Dividend Appreciation Transaction History