Trinity Point Wealth, LLC Vanguard Dividend Appreciation Transaction History

Trinity Point Wealth, LLC

  • $689 Million
  • Q4 2024

A detailed history of Trinity Point Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 2,944 shares of VIG stock, worth $536,249. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,944
Previous 2,620 12.37%
Holding current value
$536,249
Previous $477,000 12.37%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Feb 14, 2025
BUY
N/A
324 Added 12.37%
2,944 $536,000
Q3 2024

Nov 07, 2024
BUY
$182.15 - $182.15 $6,557 - $6,557
36 Added 1.39%
2,620 $477,000
Q4 2023

Feb 08, 2024
SELL
$150.16 - $171.16 $5,405 - $6,161
-36 Reduced 1.37%
2,584 $440,000
Q2 2022

Aug 05, 2022
BUY
N/A
530 Added 25.36%
2,620 $376,000
Q4 2021

Feb 11, 2022
BUY
N/A
36 Added 1.75%
2,090 $359,000
Q1 2020

May 05, 2020
SELL
N/A
-100 Reduced 4.64%
2,054 $212,000
Q1 2019

May 07, 2019
BUY
N/A
53 Added 2.52%
2,154 $236,000
Q4 2018

Feb 11, 2019
BUY
N/A
2,101 New
2,101 $206,000

Others Institutions Holding VIG

# of Institutions
2,654
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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