Koa Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Koa Wealth Management, LLC

  • $122 Billion
  • Q4 2024

A detailed history of Koa Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Koa Wealth Management, LLC holds 3,804 shares of VIG stock, worth $692,898. This represents 0.61% of its overall portfolio holdings.

Number of Shares
3,804
Previous 3,872 1.76%
Holding current value
$692,898
Previous $767 Million 2.86%
% of portfolio
0.61%
Previous 0.59%

Shares

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

Jan 23, 2025
SELL
N/A
-68 Reduced 1.76%
3,804 $745 Million
Q3 2024

Nov 06, 2024
SELL
$182.15 - $182.15 $26,047 - $26,047
-143 Reduced 3.56%
3,872 $767 Million
Q2 2024

Jul 23, 2024
BUY
$173.33 - $185.29 $33,799 - $36,131
195 Added 5.1%
4,015 $733 Million
Q1 2024

May 07, 2024
BUY
$168.47 - $182.98 $14,825 - $16,102
88 Added 2.36%
3,820 $698 Million
Q4 2023

May 07, 2024
BUY
$150.16 - $171.16 $560,397 - $638,769
3,732 New
3,732 $636 Million

Others Institutions Holding VIG

# of Institutions
2,318
Shares Held
211M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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