Stone Point Wealth LLC Vanguard Dividend Appreciation Transaction History

Stone Point Wealth LLC

  • $305 Million
  • Q3 2024

A detailed history of Stone Point Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Stone Point Wealth LLC holds 2,834 shares of VIG stock, worth $516,213. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,834
Previous 2,734 3.66%
Holding current value
$516,213
Previous $499,000 3.41%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Oct 31, 2024
BUY
$182.15 - $182.15 $18,215 - $18,215
100 Added 3.66%
2,834 $516,000
Q4 2023

Jan 26, 2024
SELL
$150.16 - $171.16 $5,255 - $5,990
-35 Reduced 1.26%
2,734 $465,000
Q3 2023

Oct 25, 2023
BUY
$155.38 - $166.95 $621 - $667
4 Added 0.14%
2,769 $430,000
Q2 2023

Jul 25, 2023
BUY
$152.74 - $162.43 $71,024 - $75,529
465 Added 20.22%
2,765 $449,000
Q4 2022

Jan 20, 2023
SELL
$144.84 - $158.71 $60,687 - $66,499
-419 Reduced 15.41%
2,300 $0
Q1 2022

Apr 29, 2022
BUY
N/A
2,719 New
2,719 $443,000

Others Institutions Holding VIG

# of Institutions
2,307
Shares Held
199M
Call Options Held
552K
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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