Yoder Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History

Yoder Wealth Management, Inc.

$154 Billion
Q2 2024

A detailed history of Yoder Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 43,615 shares of VIG stock, worth $7.94 Million. This represents 5.15% of its overall portfolio holdings.

Number of Shares

43,615

Previous 44,934 2.94%

Holding current value

$7.94 Million

Previous $8.21 Billion 2.97%

% of portfolio

5.15%

Previous 5.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$173.33 - $185.29 $228,622 - $244,397	-1,319 Reduced 2.94%	43,615 $7.96 Billion
Q1 2024 Apr 19, 2024	SELL	$168.47 - $182.98 $195,256 - $212,073	-1,159 Reduced 2.51%	44,934 $8.21 Billion
Q4 2023 Feb 02, 2024	SELL	$150.16 - $171.16 $22,974 - $26,187	-153 Reduced 0.33%	46,093 $7.85 Billion
Q3 2023 Oct 18, 2023	SELL	$155.38 - $166.95 $99,443 - $106,848	-640 Reduced 1.37%	46,246 $7.19 Billion
Q2 2023 Aug 04, 2023	SELL	$152.74 - $162.43 $834,724 - $887,679	-5,465 Reduced 10.44%	46,886 $7.62 Billion

Q1 2023 May 15, 2023	BUY	$147.24 - $158.33 $7.71 Million - $8.29 Million	52,351 New	52,351 $8.06 Billion

Others Institutions Holding VIG

# of Institutions

2,151

Shares Held

191M

Call Options Held

652K

Put Options Held

72.3K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Yoder Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History