Erts Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Erts Wealth Advisors, LLC

  • $529 Million
  • Q4 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 3,068 shares of VIG stock, worth $558,836. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,068
Previous 1,873 63.8%
Holding current value
$558,836
Previous $341,000 63.64%
% of portfolio
0.11%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
N/A
1,195 Added 63.8%
3,068 $558,000
Q3 2024

Oct 17, 2024
BUY
$182.15 - $182.15 $341,166 - $341,166
1,873 New
1,873 $341,000
Q4 2018

Feb 14, 2019
BUY
N/A
2,236 New
2,236 $219,000

Others Institutions Holding VIG

# of Institutions
2,371
Shares Held
236M
Call Options Held
551K
Put Options Held
190K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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

Track Erts Wealth Advisors, LLC Portfolio

Follow Erts Wealth Advisors, 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 Erts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Erts Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email