Golden State Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 22,723 shares of VIG stock, worth $4.14 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
22,723
Previous 14,485 56.87%
Holding current value
$4.14 Million
Previous $2.35 Million 189342.36%
% of portfolio
0.67%
Previous 0.46%

Shares

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

Jan 28, 2025
BUY
N/A
8,238 Added 56.87%
22,723 $4.45 Billion
Q1 2022

May 19, 2022
BUY
N/A
4,934 Added 51.66%
14,485 $2.35 Million
Q1 2022

May 16, 2022
SELL
N/A
-709 Reduced 6.91%
9,551 $1.4 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-2 Reduced 0.02%
10,260 $1.76 Million
Q3 2021

Nov 15, 2021
BUY
N/A
576 Added 5.95%
10,262 $1.58 Million
Q2 2021

Aug 12, 2021
BUY
N/A
135 Added 1.41%
9,686 $1.5 Million
Q1 2021

May 14, 2021
SELL
N/A
-142 Reduced 1.46%
9,551 $1.4 Million
Q4 2020

Jan 28, 2021
BUY
N/A
487 Added 5.29%
9,693 $1.37 Million
Q3 2020

Nov 12, 2020
BUY
N/A
1,073 Added 13.19%
9,206 $1.18 Million
Q2 2020

Aug 13, 2020
BUY
N/A
8,133 New
8,133 $953,000
Q2 2020

Aug 11, 2020
SELL
N/A
-7,750 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
N/A
7,750 New
7,750 $801,000

Others Institutions Holding VIG

# of Institutions
2,318
Shares Held
211M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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