Wiser Wealth Management, Inc Vanguard Dividend Appreciation Transaction History

Wiser Wealth Management, Inc

  • $348 Million
  • Q3 2024

A detailed history of Wiser Wealth Management, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 2,832 shares of VIG stock, worth $515,848. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,832
Previous 1,721 64.56%
Holding current value
$515,848
Previous $314,000 64.01%
% of portfolio
0.15%
Previous 0.1%

Shares

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

Oct 03, 2024
BUY
$182.15 - $182.15 $202,368 - $202,368
1,111 Added 64.56%
2,832 $515,000
Q2 2024

Jul 22, 2024
BUY
$173.33 - $185.29 $67,598 - $72,263
390 Added 29.3%
1,721 $314,000
Q4 2023

Jan 05, 2024
BUY
$150.16 - $171.16 $3,153 - $3,594
21 Added 1.6%
1,331 $226,000
Q3 2023

Oct 19, 2023
SELL
$155.38 - $166.95 $7,147 - $7,679
-46 Reduced 3.39%
1,310 $203,000
Q2 2023

Aug 01, 2023
BUY
$152.74 - $162.43 $7,178 - $7,634
47 Added 3.59%
1,356 $220,000
Q1 2023

May 05, 2023
BUY
$147.24 - $158.33 $192,737 - $207,253
1,309 New
1,309 $201,000

Others Institutions Holding VIG

# of Institutions
2,233
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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