Wheelhouse Advisory Group LLC Vanguard Dividend Appreciation Transaction History

Wheelhouse Advisory Group LLC

$168 Billion
Q4 2024

A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 72,742 shares of VIG stock, worth $13.2 Million. This represents 8.46% of its overall portfolio holdings.

Number of Shares

72,742

Previous 69,544 4.6%

Holding current value

$13.2 Million

Previous $13.8 Billion 3.42%

% of portfolio

8.46%

Previous 8.86%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	N/A	3,198 Added 4.6%	72,742 $14.2 Billion
Q3 2024 Oct 29, 2024	BUY	$182.15 - $182.15 $441,349 - $441,349	2,423 Added 3.61%	69,544 $13.8 Billion
Q2 2024 Jul 18, 2024	BUY	$173.33 - $185.29 $597,815 - $639,065	3,449 Added 5.42%	67,121 $12.3 Billion
Q1 2024 Apr 23, 2024	BUY	$168.47 - $182.98 $669,836 - $727,528	3,976 Added 6.66%	63,672 $11.6 Billion
Q4 2023 Jan 31, 2024	BUY	$150.16 - $171.16 $8.96 Million - $10.2 Million	59,696 New	59,696 $10.2 Billion

Others Institutions Holding VIG

# of Institutions

2,307

Shares Held

199M

Call Options Held

552K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wheelhouse Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wheelhouse Advisory Group LLC with notifications on news.

Account

Wheelhouse Advisory Group LLC Vanguard Dividend Appreciation Transaction History