Hhm Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Hhm Wealth Advisors, LLC

  • $658 Million
  • Q2 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 69,532 shares of VIG stock, worth $12.7 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
69,532
Previous 71,039 2.12%
Holding current value
$12.7 Million
Previous $13 Million 2.15%
% of portfolio
1.93%
Previous 2.15%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$173.33 - $185.29 $261,208 - $279,232
-1,507 Reduced 2.12%
69,532 $12.7 Million
Q1 2024

May 14, 2024
BUY
$168.47 - $182.98 $1.38 Million - $1.49 Million
8,169 Added 12.99%
71,039 $13 Million
Q4 2023

Feb 05, 2024
BUY
$150.16 - $171.16 $708,755 - $807,875
4,720 Added 8.12%
62,870 $10.7 Million
Q3 2023

Nov 03, 2023
SELL
$155.38 - $166.95 $36,825 - $39,567
-237 Reduced 0.41%
58,150 $9.04 Million
Q2 2023

Aug 11, 2023
BUY
$152.74 - $162.43 $547,572 - $582,311
3,585 Added 6.54%
58,387 $9.48 Million
Q1 2023

May 02, 2023
BUY
$147.24 - $158.33 $90,110 - $96,897
612 Added 1.13%
54,802 $8.44 Million
Q4 2022

Jan 19, 2023
BUY
$144.84 - $158.71 $384,984 - $421,851
2,658 Added 5.16%
54,190 $0
Q3 2022

Nov 04, 2022
BUY
N/A
663 Added 1.3%
51,532 $6.97 Million
Q2 2022

Aug 08, 2022
BUY
N/A
1,003 Added 2.01%
50,869 $7.3 Million
Q1 2022

Apr 27, 2022
BUY
N/A
2,025 Added 4.23%
49,866 $8.09 Million
Q4 2021

Feb 03, 2022
SELL
N/A
-2,503 Reduced 4.97%
47,841 $8.22 Million
Q3 2021

Nov 02, 2021
BUY
N/A
2,639 Added 5.53%
50,344 $7.73 Million
Q2 2021

Jul 27, 2021
SELL
N/A
-81 Reduced 0.17%
47,705 $7.38 Million
Q1 2021

Apr 23, 2021
BUY
N/A
1,570 Added 3.4%
47,786 $7.03 Million
Q4 2020

Jan 28, 2021
SELL
N/A
-174 Reduced 0.38%
46,216 $6.52 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-1,276 Reduced 2.68%
46,390 $5.97 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-975 Reduced 2.0%
47,666 $5.59 Million
Q1 2020

May 12, 2020
BUY
N/A
7,632 Added 18.61%
48,641 $5.03 Million
Q4 2019

Feb 12, 2020
BUY
N/A
4,222 Added 11.48%
41,009 $4.91 Million
Q3 2019

Nov 13, 2019
SELL
N/A
-1,365 Reduced 3.58%
36,787 $4.4 Million
Q2 2019

Aug 13, 2019
BUY
N/A
392 Added 1.04%
38,152 $4.39 Million
Q1 2019

May 14, 2019
SELL
N/A
-3,665 Reduced 8.85%
37,760 $4.14 Million
Q4 2018

Feb 13, 2019
BUY
N/A
41,425 New
41,425 $4.06 Million

Others Institutions Holding VIG

# of Institutions
2,220
Shares Held
202M
Call Options Held
464K
Put Options Held
225K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, 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 Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email