Howard Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Howard Wealth Management, LLC

  • $184 Million
  • Q4 2024

A detailed history of Howard Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Howard Wealth Management, LLC holds 29,796 shares of VIG stock, worth $5.43 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
29,796
Previous 30,014 0.73%
Holding current value
$5.43 Million
Previous $5.47 Million 0.73%
% of portfolio
2.94%
Previous 3.19%

Shares

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

Jan 30, 2025
SELL
N/A
-218 Reduced 0.73%
29,796 $5.43 Million
Q3 2024

Nov 08, 2024
BUY
$182.15 - $182.15 $23,679 - $23,679
130 Added 0.44%
30,014 $5.47 Million
Q2 2024

Aug 02, 2024
BUY
$173.33 - $185.29 $127,224 - $136,002
734 Added 2.52%
29,884 $5.46 Million
Q1 2024

May 06, 2024
SELL
$168.47 - $182.98 $181,105 - $196,703
-1,075 Reduced 3.56%
29,150 $5.32 Million
Q4 2023

Feb 07, 2024
SELL
$150.16 - $171.16 $67,722 - $77,193
-451 Reduced 1.47%
30,225 $5.15 Million
Q3 2023

Nov 01, 2023
SELL
$155.38 - $166.95 $40,864 - $43,907
-263 Reduced 0.85%
30,676 $4.77 Million
Q2 2023

Aug 01, 2023
SELL
$152.74 - $162.43 $55,902 - $59,449
-366 Reduced 1.17%
30,939 $5.03 Million
Q1 2023

May 04, 2023
BUY
$147.24 - $158.33 $16,932 - $18,207
115 Added 0.37%
31,305 $4.82 Million
Q4 2022

Jan 26, 2023
SELL
$144.84 - $158.71 $54,604 - $59,833
-377 Reduced 1.19%
31,190 $0
Q3 2022

Nov 01, 2022
BUY
N/A
31,567 New
31,567 $4.27 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-31,840 Closed
0 $0
Q1 2022

Apr 20, 2022
SELL
N/A
-40 Reduced 0.13%
31,840 $5.16 Million
Q4 2021

Jan 18, 2022
BUY
N/A
84 Added 0.26%
31,880 $5.48 Million
Q3 2021

Oct 19, 2021
SELL
N/A
-721 Reduced 2.22%
31,796 $4.88 Million
Q2 2021

Jul 27, 2021
BUY
N/A
638 Added 2.0%
32,517 $5.03 Million
Q1 2021

Apr 23, 2021
SELL
N/A
-255 Reduced 0.79%
31,879 $4.69 Million
Q4 2020

Feb 02, 2021
BUY
N/A
36 Added 0.11%
32,134 $4.54 Million
Q3 2020

Oct 29, 2020
SELL
N/A
-521 Reduced 1.6%
32,098 $4.13 Million
Q2 2020

Aug 03, 2020
SELL
N/A
-325 Reduced 0.99%
32,619 $3.82 Million
Q1 2020

May 04, 2020
SELL
N/A
-715 Reduced 2.12%
32,944 $3.41 Million
Q4 2019

Feb 05, 2020
BUY
N/A
33,659 New
33,659 $4.2 Million

Others Institutions Holding VIG

# of Institutions
2,458
Shares Held
252M
Call Options Held
626K
Put Options Held
183K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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