Forza Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Forza Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Forza Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Forza Wealth Management, LLC holds 19,190 shares of VIG stock, worth $3.5 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

19,190

Previous 19,346 0.81%

Holding current value

$3.5 Million

Previous $3.83 Billion 1.92%

% of portfolio

1.71%

Previous 1.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	N/A	-156 Reduced 0.81%	19,190 $3.76 Billion
Q2 2024 Jul 17, 2024	SELL	$173.33 - $185.29 $330,366 - $353,162	-1,906 Reduced 8.97%	19,346 $3.53 Billion
Q4 2023 Jan 24, 2024	SELL	$150.16 - $171.16 $105,862 - $120,667	-705 Reduced 3.21%	21,252 $3.62 Billion
Q2 2023 Jul 25, 2023	SELL	$152.74 - $162.43 $15,274 - $16,243	-100 Reduced 0.45%	21,957 $3.57 Billion
Q1 2023 May 03, 2023	BUY	$147.24 - $158.33 $883 - $949	6 Added 0.03%	22,057 $3.4 Billion
Q4 2022 Feb 06, 2023	BUY	$144.84 - $158.71 $3.19 Million - $3.5 Million	22,051 New	22,051 $3.35 Billion

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

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Forza Wealth Management, LLC with notifications on news.

Account

Forza Wealth Management, LLC Vanguard Dividend Appreciation Transaction History