Wiser Wealth Management, Inc Vanguard Dividend Appreciation Transaction History

Wiser Wealth Management, Inc

$353 Million
Q1 2025

A detailed history of Wiser Wealth Management, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 7,058 shares of VIG stock, worth $1.29 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

7,058

Previous 3,848 83.42%

Holding current value

$1.29 Million

Previous $700,000 83.57%

% of portfolio

0.36%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	N/A	3,210 Added 83.42%	7,058 $1.29 Million
Q4 2024 Jan 14, 2025	BUY	N/A	1,016 Added 35.88%	3,848 $700,000
Q3 2024 Oct 03, 2024	BUY	$182.15 - $182.15 $202,368 - $202,368	1,111 Added 64.56%	2,832 $515,000
Q2 2024 Jul 22, 2024	BUY	$173.33 - $185.29 $67,598 - $72,263	390 Added 29.3%	1,721 $314,000
Q4 2023 Jan 05, 2024	BUY	$150.16 - $171.16 $3,153 - $3,594	21 Added 1.6%	1,331 $226,000
Q3 2023 Oct 19, 2023	SELL	$155.38 - $166.95 $7,147 - $7,679	-46 Reduced 3.39%	1,310 $203,000
Q2 2023 Aug 01, 2023	BUY	$152.74 - $162.43 $7,178 - $7,634	47 Added 3.59%	1,356 $220,000
Q1 2023 May 05, 2023	BUY	$147.24 - $158.33 $192,737 - $207,253	1,309 New	1,309 $201,000

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

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 Wiser Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Wealth Management, Inc with notifications on news.

Account

Wiser Wealth Management, Inc Vanguard Dividend Appreciation Transaction History