Windward Private Wealth Management Inc. Vanguard Dividend Appreciation Transaction History

Windward Private Wealth Management Inc.

  • $256 Million
  • Q1 2025

A detailed history of Windward Private Wealth Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 37,866 shares of VIG stock, worth $6.9 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
37,866
Previous 39,456 4.03%
Holding current value
$6.9 Million
Previous $7.19 Million 4.02%
% of portfolio
2.69%
Previous 2.81%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
N/A
-1,590 Reduced 4.03%
37,866 $6.9 Million
Q4 2024

Jan 29, 2025
SELL
N/A
-2,548 Reduced 6.07%
39,456 $7.19 Million
Q3 2024

Oct 31, 2024
SELL
$182.15 - $182.15 $364,300 - $364,300
-2,000 Reduced 4.55%
42,004 $7.65 Million
Q2 2024

Jul 22, 2024
SELL
$173.33 - $185.29 $486,710 - $520,294
-2,808 Reduced 6.0%
44,004 $8.03 Million
Q1 2024

May 06, 2024
SELL
$168.47 - $182.98 $453,858 - $492,948
-2,694 Reduced 5.44%
46,812 $8.55 Million
Q4 2023

Jan 29, 2024
SELL
$150.16 - $171.16 $26,127 - $29,781
-174 Reduced 0.35%
49,506 $8.44 Million
Q3 2023

Nov 03, 2023
SELL
$155.38 - $166.95 $143,104 - $153,760
-921 Reduced 1.82%
49,680 $7.72 Million
Q2 2023

Jul 20, 2023
SELL
$152.74 - $162.43 $155,489 - $165,353
-1,018 Reduced 1.97%
50,601 $8.22 Million
Q1 2023

Apr 24, 2023
SELL
$147.24 - $158.33 $223,952 - $240,819
-1,521 Reduced 2.86%
51,619 $7.95 Million
Q4 2022

Jan 25, 2023
SELL
$144.84 - $158.71 $41,713 - $45,708
-288 Reduced 0.54%
53,140 $0
Q3 2022

Oct 26, 2022
BUY
N/A
937 Added 1.79%
53,428 $7.22 Million
Q2 2022

Jul 19, 2022
SELL
N/A
-1,114 Reduced 2.08%
52,491 $7.53 Million
Q1 2022

May 10, 2022
SELL
N/A
-5,050 Reduced 8.61%
53,605 $8.69 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-765 Reduced 1.29%
58,655 $10.1 Million
Q3 2021

Oct 29, 2021
SELL
N/A
-1,104 Reduced 1.82%
59,420 $9.13 Million
Q2 2021

Jul 29, 2021
SELL
N/A
-397 Reduced 0.65%
60,524 $9.37 Million
Q1 2021

May 06, 2021
SELL
N/A
-3,261 Reduced 5.08%
60,921 $8.96 Million
Q4 2020

Jan 26, 2021
BUY
N/A
64,182 New
64,182 $9.06 Million

Others Institutions Holding VIG

# of Institutions
2,542
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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