Wolff Financial Management LLC Vanguard Dividend Appreciation Transaction History

Wolff Financial Management LLC

  • $368 Million
  • Q3 2024

A detailed history of Wolff Financial Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wolff Financial Management LLC holds 6,421 shares of VIG stock, worth $1.17 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
6,421
Holding current value
$1.17 Million
% of portfolio
0.35%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$182.15 - $182.15 $1.17 Million - $1.17 Million
6,421 New
6,421 $1.27 Million
Q1 2024

Apr 24, 2024
BUY
$168.47 - $182.98 $168 - $182
1 Added 0.01%
8,776 $1.6 Million
Q4 2023

Jan 25, 2024
BUY
$150.16 - $171.16 $19,520 - $22,250
130 Added 1.5%
8,775 $1.5 Million
Q3 2023

Oct 30, 2023
BUY
$155.38 - $166.95 $1.34 Million - $1.44 Million
8,645 New
8,645 $1.34 Million
Q1 2023

May 01, 2023
SELL
$147.24 - $158.33 $172,859 - $185,879
-1,174 Reduced 11.96%
8,642 $1.33 Million
Q4 2022

Feb 06, 2023
SELL
$144.84 - $158.71 $81,834 - $89,671
-565 Reduced 5.44%
9,816 $1.49 Million
Q3 2022

Oct 31, 2022
BUY
N/A
9 Added 0.09%
10,381 $1.4 Million
Q2 2022

Aug 05, 2022
SELL
N/A
-13 Reduced 0.13%
10,372 $1.49 Million
Q1 2022

May 03, 2022
SELL
N/A
-73 Reduced 0.7%
10,385 $1.68 Million
Q4 2021

Feb 08, 2022
BUY
N/A
10,458 New
10,458 $1.8 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-10,155 Closed
0 $0
Q1 2021

May 13, 2021
BUY
N/A
74 Added 0.73%
10,155 $1.49 Million
Q4 2020

Jan 21, 2021
BUY
N/A
346 Added 3.55%
10,081 $1.42 Million
Q3 2020

Oct 23, 2020
SELL
N/A
-700 Reduced 6.71%
9,735 $1.25 Million
Q2 2020

Jul 21, 2020
SELL
N/A
-1,940 Reduced 15.68%
10,435 $1.22 Million
Q1 2020

Apr 15, 2020
BUY
N/A
2,957 Added 31.4%
12,375 $1.28 Million
Q4 2019

Jan 23, 2020
SELL
N/A
-83 Reduced 0.87%
9,418 $1.17 Million
Q3 2019

Oct 28, 2019
BUY
N/A
341 Added 3.72%
9,501 $1.14 Million
Q1 2019

Apr 24, 2019
BUY
N/A
465 Added 5.35%
9,160 $1 Million
Q4 2018

Feb 13, 2019
BUY
N/A
8,695 New
8,695 $852,000

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

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  • Ticker VIG
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