True Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, True Wealth Advisors, LLC holds 9,832 shares of VIG stock, worth $1.79 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
9,832
Previous 10,673 7.88%
Holding current value
$1.79 Million
Previous $1.95 Million 8.11%
% of portfolio
0.66%
Previous 0.78%

Shares

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

Oct 29, 2024
SELL
$182.15 - $182.15 $153,188 - $153,188
-841 Reduced 7.88%
9,832 $1.79 Million
Q2 2024

Jul 24, 2024
SELL
$173.33 - $185.29 $115,611 - $123,588
-667 Reduced 5.88%
10,673 $1.95 Million
Q1 2024

Apr 23, 2024
SELL
$168.47 - $182.98 $20,553 - $22,323
-122 Reduced 1.06%
11,340 $2.07 Million
Q4 2023

Feb 08, 2024
SELL
$150.16 - $171.16 $183,946 - $209,671
-1,225 Reduced 9.66%
11,462 $1.95 Million
Q3 2023

Nov 07, 2023
SELL
$155.38 - $166.95 $19,888 - $21,369
-128 Reduced 1.0%
12,687 $1.97 Million
Q2 2023

Jul 31, 2023
SELL
$152.74 - $162.43 $469,217 - $498,984
-3,072 Reduced 19.34%
12,815 $2.08 Million
Q1 2023

Apr 19, 2023
SELL
$147.24 - $158.33 $899,194 - $966,921
-6,107 Reduced 27.77%
15,887 $2.45 Million
Q4 2022

Jan 23, 2023
SELL
$144.84 - $158.71 $72,854 - $79,831
-503 Reduced 2.24%
21,994 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-5,042 Reduced 18.31%
22,497 $3.04 Million
Q2 2022

Jul 27, 2022
SELL
N/A
-4,833 Reduced 14.93%
27,539 $3.95 Million
Q1 2022

May 05, 2022
BUY
N/A
706 Added 2.23%
32,372 $5.56 Million
Q1 2022

May 04, 2022
SELL
N/A
-706 Reduced 2.18%
31,666 $4.89 Million
Q4 2021

Feb 02, 2022
SELL
N/A
-776 Reduced 2.34%
32,372 $5.56 Million
Q3 2021

Oct 25, 2021
SELL
N/A
-533 Reduced 1.58%
33,148 $5.09 Million
Q2 2021

Jul 23, 2021
BUY
N/A
4,002 Added 13.48%
33,681 $5.21 Million
Q1 2021

Apr 22, 2021
BUY
N/A
4,190 Added 16.44%
29,679 $0
Q4 2020

Jan 25, 2021
BUY
N/A
25,489 New
25,489 $3.63 Million

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
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
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email