Altium Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Altium Wealth Management LLC holds 3,878 shares of VIG stock, worth $706,377. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,878
Previous 4,858 20.17%
Holding current value
$706,377
Previous $788,000 29.44%
% of portfolio
0.04%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
SELL
N/A
-980 Reduced 20.17%
3,878 $556,000
Q1 2022

May 16, 2022
SELL
N/A
-963 Reduced 16.54%
4,858 $788,000
Q4 2021

Jan 31, 2022
SELL
N/A
-302 Reduced 4.93%
5,821 $1 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-12 Reduced 0.2%
6,123 $940,000
Q2 2021

Aug 13, 2021
SELL
N/A
-114 Reduced 1.82%
6,135 $950,000
Q1 2021

May 06, 2021
SELL
N/A
-951 Reduced 13.21%
6,249 $919,000
Q4 2020

Feb 04, 2021
BUY
N/A
3,577 Added 98.73%
7,200 $1.02 Million
Q3 2020

Oct 26, 2020
SELL
N/A
-61 Reduced 1.66%
3,623 $466,000
Q2 2020

Jul 31, 2020
BUY
N/A
64 Added 1.77%
3,684 $432,000
Q1 2020

Apr 23, 2020
SELL
N/A
-1,348 Reduced 27.13%
3,620 $374,000
Q4 2019

Jan 17, 2020
BUY
N/A
229 Added 4.83%
4,968 $619,000
Q3 2019

Nov 12, 2019
SELL
N/A
-3,405 Reduced 41.81%
4,739 $567,000
Q2 2019

Jul 18, 2019
SELL
N/A
-490 Reduced 5.68%
8,144 $938,000
Q1 2019

Apr 26, 2019
SELL
N/A
-146 Reduced 1.66%
8,634 $947,000
Q4 2018

Jan 18, 2019
BUY
N/A
2,448 Added 38.66%
8,780 $860,000
Q3 2018

Nov 13, 2018
SELL
N/A
-1,069 Reduced 14.44%
6,332 $701,000
Q2 2018

Aug 14, 2018
SELL
N/A
-82 Reduced 1.1%
7,401 $752,000
Q1 2018

Jun 06, 2018
SELL
N/A
-15 Reduced 0.2%
7,483 $756,000
Q4 2017

Jun 01, 2018
BUY
N/A
7,498
7,498 $765,000

Others Institutions Holding VIG

# of Institutions
2,481
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Altium Wealth Management LLC Portfolio

Follow Altium Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Altium Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altium Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email