Jamison Private Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 2,034 shares of VIG stock, worth $370,493. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,034
Previous 2,028 0.3%
Holding current value
$370,493
Previous $370 Million 8.79%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$182.15 - $182.15 $1,092 - $1,092
6 Added 0.3%
2,034 $403 Million
Q1 2024

Apr 26, 2024
BUY
$168.47 - $182.98 $842 - $914
5 Added 0.25%
2,028 $370 Million
Q4 2023

Jan 17, 2024
SELL
$150.16 - $171.16 $1,201 - $1,369
-8 Reduced 0.39%
2,023 $345 Million
Q3 2023

Jan 05, 2024
BUY
$155.38 - $166.95 $315,576 - $339,075
2,031 New
2,031 $316 Million

Others Institutions Holding VIG

# of Institutions
2,225
Shares Held
203M
Call Options Held
463K
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 Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. 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 Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email