Gateway Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Gateway Wealth Partners, LLC

$386 Billion
Q4 2024

A detailed history of Gateway Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 10,345 shares of VIG stock, worth $1.88 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

10,345

Previous 9,292 11.33%

Holding current value

$1.88 Million

Previous $1.84 Billion 10.08%

% of portfolio

0.52%

Previous 0.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	N/A	1,053 Added 11.33%	10,345 $2.03 Billion
Q3 2024 Oct 24, 2024	BUY	$182.15 - $182.15 $231,876 - $231,876	1,273 Added 15.87%	9,292 $1.84 Billion
Q2 2024 Aug 16, 2024	BUY	$173.33 - $185.29 $36,052 - $38,540	208 Added 2.66%	8,019 $1.46 Billion
Q1 2024 May 14, 2024	BUY	$168.47 - $182.98 $34,030 - $36,961	202 Added 2.65%	7,811 $1.43 Billion
Q4 2023 Feb 13, 2024	SELL	$150.16 - $171.16 $2.64 Million - $3 Million	-17,548 Reduced 69.75%	7,609 $1.3 Billion
Q3 2023 Nov 14, 2023	BUY	$155.38 - $166.95 $628,356 - $675,145	4,044 Added 19.15%	25,157 $3.91 Billion
Q2 2023 Aug 14, 2023	BUY	$152.74 - $162.43 $518,705 - $551,612	3,396 Added 19.17%	21,113 $3.43 Billion
Q1 2023 May 10, 2023	BUY	$147.24 - $158.33 $560,395 - $602,603	3,806 Added 27.36%	17,717 $2.73 Billion
Q4 2022 Feb 15, 2023	BUY	$144.84 - $158.71 $2.01 Million - $2.21 Million	13,911 New	13,911 $2.11 Billion

Others Institutions Holding VIG

# of Institutions

2,311

Shares Held

199M

Call Options Held

552K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Gateway Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History