One Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

One Wealth Advisors, LLC

  • $662 Million
  • Q4 2024

A detailed history of One Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, One Wealth Advisors, LLC holds 1,097 shares of VIG stock, worth $199,818. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,097
Previous 1,101 0.36%
Holding current value
$199,818
Previous $200,000 0.5%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 24, 2025
SELL
N/A
-4 Reduced 0.36%
1,097 $199,000
Q3 2024

Oct 16, 2024
BUY
$182.15 - $182.15 $200,547 - $200,547
1,101 New
1,101 $200,000
Q1 2024

Apr 15, 2024
BUY
$168.47 - $182.98 $187,001 - $203,107
1,110 New
1,110 $202,000
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $179,311 - $196,482
1,238 New
1,238 $187,000
Q2 2022

Aug 15, 2022
SELL
N/A
-1,326 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
N/A
3 Added 0.23%
1,326 $228,000
Q2 2021

Aug 16, 2021
BUY
N/A
1,323 New
1,323 $205,000
Q1 2020

May 15, 2020
SELL
N/A
-2,098 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
N/A
2,098 New
2,098 $262,000

Others Institutions Holding VIG

# of Institutions
2,471
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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