Forth Right Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Forth Right Wealth Management, LLC

  • $288 Million
  • Q4 2024

A detailed history of Forth Right Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 2,265 shares of VIG stock, worth $412,569. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,265
Previous 2,277 0.53%
Holding current value
$412,569
Previous $414,000 0.48%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 17, 2025
SELL
N/A
-12 Reduced 0.53%
2,265 $412,000
Q3 2024

Oct 28, 2024
BUY
$182.15 - $182.15 $182,150 - $182,150
1,000 Added 78.31%
2,277 $414,000
Q2 2024

Jul 12, 2024
SELL
$173.33 - $185.29 $20,972 - $22,420
-121 Reduced 8.66%
1,277 $233,000
Q1 2024

Apr 23, 2024
BUY
$168.47 - $182.98 $235,521 - $255,806
1,398 New
1,398 $255,000
Q1 2023

Apr 18, 2023
BUY
$147.24 - $158.33 $210,994 - $226,886
1,433 New
1,433 $220,000
Q1 2022

Apr 14, 2022
SELL
N/A
-1,308 Closed
0 $0
Q4 2021

Jan 24, 2022
BUY
N/A
1,308 New
1,308 $225,000

Others Institutions Holding VIG

# of Institutions
2,479
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 Forth Right Wealth Management, LLC Portfolio

Follow Forth Right 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 Forth Right Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forth Right Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email