Olistico Wealth, LLC Vanguard Dividend Appreciation Transaction History

Olistico Wealth, LLC

  • $164 Billion
  • Q3 2024

A detailed history of Olistico Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Olistico Wealth, LLC holds 1,305 shares of VIG stock, worth $237,705. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,305
Previous 1,765 26.06%
Holding current value
$237,705
Previous $322 Million 19.71%
% of portfolio
0.16%
Previous 0.21%

Shares

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

Oct 08, 2024
SELL
$182.15 - $182.15 $83,789 - $83,789
-460 Reduced 26.06%
1,305 $259 Million
Q2 2024

Jul 09, 2024
SELL
$173.33 - $185.29 $103,998 - $111,174
-600 Reduced 25.37%
1,765 $322 Million
Q1 2024

Apr 24, 2024
BUY
$168.47 - $182.98 $168 - $182
1 Added 0.04%
2,365 $432 Million
Q4 2023

Feb 12, 2024
SELL
$150.16 - $171.16 $573,010 - $653,146
-3,816 Reduced 61.75%
2,364 $403 Million
Q3 2023

Oct 18, 2023
BUY
$155.38 - $166.95 $2,952 - $3,172
19 Added 0.31%
6,180 $960 Million
Q1 2023

May 11, 2023
BUY
$147.24 - $158.33 $3,239 - $3,483
22 Added 0.36%
6,161 $949 Million
Q4 2022

Feb 02, 2023
BUY
$144.84 - $158.71 $889,172 - $974,320
6,139 New
6,139 $932 Million

Others Institutions Holding VIG

# of Institutions
2,238
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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