Reuter James Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Reuter James Wealth Management, LLC

$536 Million
Q4 2024

A detailed history of Reuter James Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 1,522 shares of VIG stock, worth $277,232. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,522

Previous 1,519 0.2%

Holding current value

$277,232

Previous $276,000 0.36%

% of portfolio

0.05%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	N/A	3 Added 0.2%	1,522 $277,000
Q3 2024 Nov 08, 2024	BUY	$182.15 - $182.15 $364 - $364	2 Added 0.13%	1,519 $276,000
Q2 2024 Aug 01, 2024	SELL	$173.33 - $185.29 $2,426 - $2,594	-14 Reduced 0.91%	1,517 $276,000
Q1 2024 May 06, 2024	BUY	$168.47 - $182.98 $336 - $365	2 Added 0.13%	1,531 $279,000
Q4 2023 Apr 08, 2024	SELL	$150.16 - $171.16 $27,028 - $30,808	-180 Reduced 10.53%	1,529 $260,000
Q3 2023 Nov 13, 2023	BUY	$155.38 - $166.95 $265,544 - $285,317	1,709 New	1,709 $265,000
Q1 2023 May 10, 2023	BUY	$147.24 - $158.33 $441 - $474	3 Added 0.17%	1,806 $278,000
Q4 2022 Feb 06, 2023	BUY	$144.84 - $158.71 $289 - $317	2 Added 0.11%	1,803 $273,000
Q3 2022 Nov 04, 2022	BUY	N/A	3 Added 0.17%	1,801 $243,000
Q2 2022 Aug 09, 2022	BUY	N/A	2 Added 0.11%	1,798 $258,000
Q1 2022 Apr 14, 2022	BUY	N/A	2 Added 0.11%	1,796 $291,000
Q4 2021 Jan 25, 2022	BUY	N/A	1,794 New	1,794 $308,000

Others Institutions Holding VIG

# of Institutions

2,458

Shares Held

252M

Call Options Held

626K

Put Options Held

183K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Reuter James Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reuter James Wealth Management, LLC with notifications on news.

Account

Reuter James Wealth Management, LLC Vanguard Dividend Appreciation Transaction History