Axxcess Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 12,119 shares of VIG stock, worth $2.21 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,119
Previous 12,151 0.26%
Holding current value
$2.21 Million
Previous $2.22 Million 0.5%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 04, 2024
SELL
$182.15 - $182.15 $5,828 - $5,828
-32 Reduced 0.26%
12,119 $2.21 Million
Q2 2024

Aug 09, 2024
BUY
$173.33 - $185.29 $422,405 - $451,551
2,437 Added 25.09%
12,151 $2.22 Million
Q1 2024

May 14, 2024
SELL
$168.47 - $182.98 $9,771 - $10,612
-58 Reduced 0.59%
9,714 $1.77 Million
Q4 2023

Feb 06, 2024
SELL
$150.16 - $171.16 $1.7 Million - $1.93 Million
-11,302 Reduced 53.63%
9,772 $1.67 Million
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $1.49 Million - $1.6 Million
9,608 Added 83.8%
21,074 $3.27 Million
Q2 2023

Aug 08, 2023
BUY
$152.74 - $162.43 $976,008 - $1.04 Million
6,390 Added 125.89%
11,466 $1.86 Million
Q1 2023

May 03, 2023
SELL
$147.24 - $158.33 $351,903 - $378,408
-2,390 Reduced 32.01%
5,076 $781,000
Q4 2022

Feb 14, 2023
SELL
$144.84 - $158.71 $644,538 - $706,259
-4,450 Reduced 37.34%
7,466 $1.13 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-1,162 Reduced 8.89%
11,916 $1.61 Million
Q2 2022

Aug 11, 2022
BUY
N/A
7,038 Added 116.52%
13,078 $1.88 Million
Q1 2022

Aug 11, 2022
SELL
N/A
-99 Reduced 1.61%
6,040 $979,000
Q4 2021

Aug 11, 2022
BUY
N/A
6,139 New
6,139 $1.05 Million

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

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