Guardian Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Guardian Wealth Advisors, LLC

$162 Million
Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 3,205 shares of VIG stock, worth $583,790. This represents 0.36% of its overall portfolio holdings.

Number of Shares

3,205

Previous 3,201 0.12%

Holding current value

$583,790

Previous $584,000 0.17%

% of portfolio

0.36%

Previous 0.38%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$182.15 - $182.15 $728 - $728	4 Added 0.12%	3,205 $583,000
Q2 2024 Aug 08, 2024	SELL	$173.33 - $185.29 $8,666 - $9,264	-50 Reduced 1.54%	3,201 $584,000
Q1 2024 Apr 26, 2024	BUY	$168.47 - $182.98 $4,043 - $4,391	24 Added 0.74%	3,251 $593,000
Q4 2023 Feb 08, 2024	BUY	$150.16 - $171.16 $1,201 - $1,369	8 Added 0.25%	3,227 $549,000
Q3 2023 Oct 30, 2023	BUY	$155.38 - $166.95 $621 - $667	4 Added 0.12%	3,219 $500,000
Q2 2023 Aug 08, 2023	BUY	$152.74 - $162.43 $3,054 - $3,248	20 Added 0.63%	3,215 $522,000
Q1 2023 May 18, 2023	BUY	$147.24 - $158.33 $588 - $633	4 Added 0.13%	3,195 $492,000
Q4 2022 Feb 02, 2023	BUY	$144.84 - $158.71 $291,997 - $319,959	2,016 Added 171.57%	3,191 $484,000
Q3 2022 May 18, 2023	BUY	N/A	3,191 New	3,191 $431,000
Q3 2022 Nov 09, 2022	SELL	N/A	-2,016 Reduced 63.18%	1,175 $159,000
Q2 2022 Aug 12, 2022	BUY	N/A	3,191 New	3,191 $458,000
Q2 2021 Jul 28, 2021	SELL	N/A	-32,119 Closed	0 $0
Q1 2021 May 10, 2021	BUY	N/A	32,119 New	32,119 $0

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Guardian Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History