Wheelhouse Advisory Group LLC Vanguard Dividend Appreciation Transaction History

Wheelhouse Advisory Group LLC

  • $155 Billion
  • Q3 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 69,544 shares of VIG stock, worth $12.7 Million. This represents 8.86% of its overall portfolio holdings.

Number of Shares
69,544
Previous 67,121 3.61%
Holding current value
$12.7 Million
Previous $12.3 Billion 11.97%
% of portfolio
8.86%
Previous 8.66%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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