Campbell Wealth Management Vanguard Dividend Appreciation Transaction History

Campbell Wealth Management

$1.11 Billion
Q4 2024

A detailed history of Campbell Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Campbell Wealth Management holds 1,830 shares of VIG stock, worth $333,334. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,830

Previous 1,400 30.71%

Holding current value

$333,334

Previous $277,000 29.24%

% of portfolio

0.03%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	N/A	430 Added 30.71%	1,830 $358,000
Q3 2024 Oct 28, 2024	BUY	$182.15 - $182.15 $255,010 - $255,010	1,400 New	1,400 $277,000
Q4 2022 Jan 10, 2023	SELL	$144.84 - $158.71 $24,043 - $26,345	-166 Reduced 10.32%	1,442 $219,000
Q3 2022 Oct 11, 2022	BUY	N/A	1,608 New	1,608 $217,000
Q2 2022 Aug 02, 2022	SELL	N/A	-1,460 Closed	0 $0

Q1 2022 May 18, 2022	BUY	N/A	18 Added 1.25%	1,460 $237,000
Q4 2021 Jan 27, 2022	BUY	N/A	1,442 New	1,442 $248,000
Q3 2021 Dec 22, 2022	SELL	N/A	-166 Reduced 10.32%	1,442 $221,000
Q3 2021 Oct 25, 2021	SELL	N/A	-1,442 Closed	0 $0
Q1 2021 Apr 30, 2021	SELL	N/A	-524 Reduced 26.65%	1,442 $212,000
Q4 2020 Jan 19, 2021	BUY	N/A	165 Added 9.16%	1,966 $278,000
Q3 2020 Nov 02, 2020	SELL	N/A	-132 Reduced 6.83%	1,801 $232,000
Q2 2020 Jul 23, 2020	BUY	N/A	1,933 New	1,933 $227,000

Others Institutions Holding VIG

# of Institutions

2,654

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Campbell Wealth Management Vanguard Dividend Appreciation Transaction History