Talisman Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History

Talisman Wealth Advisors LLC

$86.2 Million
Q2 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 8,617 shares of VIG stock, worth $1.57 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares

8,617

Previous 8,617 -0.0%

Holding current value

$1.57 Million

Previous $1.57 Million -0.0%

% of portfolio

1.83%

Previous 1.98%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$168.47 - $182.98 $26,955 - $29,276	-160 Reduced 1.82%	8,617 $1.57 Million
Q4 2023 Feb 13, 2024	BUY	$150.16 - $171.16 $44,147 - $50,321	294 Added 3.47%	8,777 $1.5 Million
Q3 2023 Nov 13, 2023	BUY	$155.38 - $166.95 $5,593 - $6,010	36 Added 0.43%	8,483 $1.32 Million
Q2 2023 Aug 10, 2023	BUY	$152.74 - $162.43 $11,455 - $12,182	75 Added 0.9%	8,447 $1.37 Million
Q1 2023 May 11, 2023	BUY	$147.24 - $158.33 $3,533 - $3,799	24 Added 0.29%	8,372 $1.29 Million
Q4 2022 Feb 15, 2023	BUY	$144.84 - $158.71 $1.21 Million - $1.32 Million	8,348 New	8,348 $1.27 Million

Others Institutions Holding VIG

# of Institutions

2,238

Shares Held

203M

Call Options Held

463K

Put Options Held

229K

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 Talisman Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Talisman Wealth Advisors LLC with notifications on news.

Account

Talisman Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History