9258 Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 12,723 shares of VIG stock, worth $2.32 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
12,723
Previous 12,723 -0.0%
Holding current value
$2.32 Million
Previous $2.32 Million 0.22%
% of portfolio
0.35%
Previous 0.36%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$173.33 - $185.29 $1,386 - $1,482
8 Added 0.06%
12,723 $2.32 Million
Q1 2024

May 03, 2024
BUY
$168.47 - $182.98 $59,132 - $64,225
351 Added 2.84%
12,715 $2.32 Million
Q4 2023

Feb 06, 2024
SELL
$150.16 - $171.16 $10,511 - $11,981
-70 Reduced 0.56%
12,364 $2.11 Million
Q3 2023

Nov 08, 2023
BUY
$155.38 - $166.95 $22,840 - $24,541
147 Added 1.2%
12,434 $1.93 Million
Q2 2023

Aug 08, 2023
SELL
$152.74 - $162.43 $152,740 - $162,430
-1,000 Reduced 7.53%
12,287 $2 Million
Q1 2023

May 03, 2023
SELL
$147.24 - $158.33 $736 - $791
-5 Reduced 0.04%
13,287 $2.05 Million
Q4 2022

Feb 03, 2023
SELL
$144.84 - $158.71 $144 - $158
-1 Reduced 0.01%
13,292 $2.02 Million
Q3 2022

Nov 08, 2022
BUY
N/A
2 Added 0.02%
13,293 $1.8 Million
Q2 2022

Aug 04, 2022
BUY
N/A
74 Added 0.56%
13,291 $1.91 Million
Q1 2022

May 13, 2022
BUY
N/A
1 Added 0.01%
13,217 $2.14 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-21 Reduced 0.16%
13,216 $2.27 Million
Q3 2021

Nov 12, 2021
BUY
N/A
1 Added 0.01%
13,237 $2.03 Million
Q1 2021

May 11, 2021
SELL
N/A
-110 Reduced 0.82%
13,236 $1.95 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-1,640 Reduced 10.94%
13,346 $1.68 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-653 Reduced 4.18%
14,986 $1.76 Million
Q1 2020

May 05, 2020
SELL
N/A
-2,296 Reduced 12.8%
15,639 $1.78 Million
Q4 2019

Feb 06, 2020
BUY
N/A
17,935 New
17,935 $2.24 Million

Others Institutions Holding VIG

# of Institutions
2,659
Shares Held
226M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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