Kiley Juergens Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Kiley Juergens Wealth Management, LLC

  • $385 Million
  • Q4 2024

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 19,510 shares of VIG stock, worth $3.55 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
19,510
Previous 19,590 0.41%
Holding current value
$3.55 Million
Previous $3.57 Million 0.42%
% of portfolio
0.92%
Previous 0.96%

Shares

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

Jan 16, 2025
SELL
N/A
-80 Reduced 0.41%
19,510 $3.55 Million
Q3 2024

Oct 15, 2024
SELL
$182.15 - $182.15 $57,195 - $57,195
-314 Reduced 1.58%
19,590 $3.57 Million
Q2 2024

Jul 23, 2024
BUY
$173.33 - $185.29 $20,799 - $22,234
120 Added 0.61%
19,904 $3.63 Million
Q1 2024

Apr 18, 2024
SELL
$168.47 - $182.98 $13,477 - $14,638
-80 Reduced 0.4%
19,784 $3.61 Million
Q4 2023

Jan 30, 2024
BUY
$150.16 - $171.16 $48,051 - $54,771
320 Added 1.64%
19,864 $3.38 Million
Q3 2023

Oct 17, 2023
BUY
$155.38 - $166.95 $2,019 - $2,170
13 Added 0.07%
19,544 $3.04 Million
Q2 2023

Jul 26, 2023
SELL
$152.74 - $162.43 $3,054 - $3,248
-20 Reduced 0.1%
19,531 $3.17 Million
Q1 2023

May 02, 2023
BUY
$147.24 - $158.33 $338,063 - $363,525
2,296 Added 13.31%
19,551 $3.01 Million
Q4 2022

Feb 06, 2023
BUY
$144.84 - $158.71 $191,333 - $209,655
1,321 Added 8.29%
17,255 $2.62 Million
Q3 2022

Oct 11, 2022
SELL
N/A
-262 Reduced 1.62%
15,934 $2.15 Million
Q2 2022

Jul 29, 2022
BUY
N/A
797 Added 5.18%
16,196 $2.32 Million
Q1 2022

Apr 12, 2022
SELL
N/A
-13 Reduced 0.08%
15,399 $2.5 Million
Q4 2021

Jan 20, 2022
BUY
N/A
704 Added 4.79%
15,412 $2.65 Million
Q3 2021

Oct 13, 2021
SELL
N/A
-177 Reduced 1.19%
14,708 $2.26 Million
Q2 2021

Jul 22, 2021
BUY
N/A
1 Added 0.01%
14,885 $2.3 Million
Q1 2021

Apr 29, 2021
BUY
N/A
809 Added 5.75%
14,884 $2.19 Million
Q4 2020

Jan 19, 2021
BUY
N/A
209 Added 1.51%
14,075 $1.99 Million
Q3 2020

Oct 23, 2020
BUY
N/A
3,581 Added 34.82%
13,866 $1.78 Million
Q2 2020

Jul 14, 2020
BUY
N/A
10,285 New
10,285 $1.21 Million
Q4 2018

Jan 15, 2019
SELL
N/A
-8,532 Closed
0 $0
Q3 2018

Oct 10, 2018
BUY
N/A
1,329 Added 18.45%
8,532 $944,000
Q2 2018

Jul 23, 2018
BUY
N/A
350 Added 5.11%
7,203 $732,000
Q1 2018

Apr 23, 2018
BUY
N/A
92 Added 1.36%
6,853 $692,000
Q4 2017

Feb 12, 2018
BUY
N/A
6,761
6,761 $689,000

Others Institutions Holding VIG

# of Institutions
2,332
Shares Held
211M
Call Options Held
551K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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

Track Kiley Juergens Wealth Management, LLC Portfolio

Follow Kiley Juergens Wealth Management, 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 Kiley Juergens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kiley Juergens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email