Prestige Wealth Management Group LLC Vanguard Dividend Appreciation Transaction History

Prestige Wealth Management Group LLC

  • $460 Million
  • Q3 2024

A detailed history of Prestige Wealth Management Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 3,035 shares of VIG stock, worth $552,825. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,035
Previous 2,960 2.53%
Holding current value
$552,825
Previous $540,000 2.22%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 14, 2024
BUY
$182.15 - $182.15 $13,661 - $13,661
75 Added 2.53%
3,035 $552,000
Q2 2024

Aug 06, 2024
SELL
$173.33 - $185.29 $16,813 - $17,973
-97 Reduced 3.17%
2,960 $540,000
Q1 2024

Apr 26, 2024
BUY
$168.47 - $182.98 $39,085 - $42,451
232 Added 8.21%
3,057 $558,000
Q4 2023

Apr 26, 2024
BUY
$150.16 - $171.16 $2,402 - $2,738
16 Added 0.57%
2,825 $481,000
Q4 2023

Feb 08, 2024
BUY
$150.16 - $171.16 $2,402 - $2,738
16 Added 0.57%
2,825 $481,000
Q3 2023

Apr 26, 2024
SELL
$155.38 - $166.95 $15,227 - $16,361
-98 Reduced 3.37%
2,809 $436,000
Q3 2023

Nov 13, 2023
SELL
$155.38 - $166.95 $15,227 - $16,361
-98 Reduced 3.37%
2,809 $436,000
Q2 2023

Apr 26, 2024
SELL
$152.74 - $162.43 $308,076 - $327,621
-2,017 Reduced 40.96%
2,907 $472,000
Q2 2023

Aug 11, 2023
SELL
$152.74 - $162.43 $308,076 - $327,621
-2,017 Reduced 40.96%
2,907 $472,000
Q1 2023

Apr 26, 2024
BUY
$147.24 - $158.33 $274,897 - $295,602
1,867 Added 61.07%
4,924 $758,000
Q1 2023

May 16, 2023
SELL
$147.24 - $158.33 $170,945 - $183,821
-1,161 Reduced 19.08%
4,924 $758,000
Q4 2022

Feb 07, 2023
BUY
$144.84 - $158.71 $741,291 - $812,277
5,118 Added 529.27%
6,085 $924,000
Q3 2022

Nov 01, 2022
SELL
N/A
-113 Reduced 10.46%
967 $131,000
Q2 2022

Aug 10, 2022
BUY
N/A
114 Added 11.8%
1,080 $155,000
Q1 2022

May 05, 2022
SELL
N/A
-33 Reduced 3.3%
966 $157,000
Q4 2021

Feb 15, 2022
BUY
N/A
296 Added 42.11%
999 $172,000
Q3 2021

Nov 12, 2021
BUY
N/A
282 Added 66.98%
703 $108,000
Q2 2021

Aug 12, 2021
BUY
N/A
15 Added 3.69%
421 $65,000
Q1 2021

May 13, 2021
BUY
N/A
41 Added 11.23%
406 $60,000
Q2 2020

Aug 13, 2020
BUY
N/A
365 New
365 $43,000
Q1 2020

May 15, 2020
SELL
N/A
-100 Closed
0 $0
Q3 2019

Nov 14, 2019
SELL
N/A
-70 Reduced 41.18%
100 $12,000
Q4 2018

Apr 16, 2019
BUY
N/A
170 New
170 $17,000

Others Institutions Holding VIG

# of Institutions
2,346
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
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