Philip James Wealth Mangement, LLC Vanguard Dividend Appreciation Transaction History

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 7,107 shares of VIG stock, worth $1.29 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,107
Previous 7,049 0.82%
Holding current value
$1.29 Million
Previous $1.4 Billion 0.32%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Jan 31, 2025
BUY
N/A
58 Added 0.82%
7,107 $1.39 Billion
Q3 2024

Oct 31, 2024
BUY
$182.15 - $182.15 $17,668 - $17,668
97 Added 1.4%
7,049 $1.4 Billion
Q1 2024

Apr 29, 2024
SELL
$168.47 - $182.98 $61,491 - $66,787
-365 Reduced 4.99%
6,952 $1.27 Billion
Q4 2023

Jan 29, 2024
BUY
$150.16 - $171.16 $1.1 Million - $1.25 Million
7,317 New
7,317 $1.25 Billion

Others Institutions Holding VIG

# of Institutions
2,371
Shares Held
236M
Call Options Held
551K
Put Options Held
190K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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