Eisner Amper Wealth Management Corporate Benefits, LLC Vanguard Dividend Appreciation Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

  • $274 Million
  • Q4 2023

A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 119,539 shares of VIG stock, worth $21.8 Million. This represents 7.44% of its overall portfolio holdings.

Number of Shares
119,539
Previous 30,390 293.35%
Holding current value
$21.8 Million
Previous $4.72 Million 331.36%
% of portfolio
7.44%
Previous 2.11%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 03, 2024
BUY
$150.16 - $171.16 $13.4 Million - $15.3 Million
89,149 Added 293.35%
119,539 $20.4 Million
Q3 2023

Oct 10, 2023
SELL
$155.38 - $166.95 $321,791 - $345,753
-2,071 Reduced 6.38%
30,390 $4.72 Million
Q2 2023

Jul 11, 2023
SELL
$152.74 - $162.43 $610 - $649
-4 Reduced 0.01%
32,461 $5.27 Million
Q1 2023

Apr 04, 2023
SELL
$147.24 - $158.33 $1.17 Million - $1.26 Million
-7,937 Reduced 19.65%
32,465 $5 Million
Q4 2022

Jan 03, 2023
BUY
$144.84 - $158.71 $284,755 - $312,023
1,966 Added 5.11%
40,402 $6.14 Million
Q3 2022

Oct 03, 2022
BUY
N/A
1,634 Added 4.44%
38,436 $5.2 Million
Q2 2022

Jul 01, 2022
SELL
N/A
-2,362 Reduced 6.03%
36,802 $5.28 Million
Q1 2022

Apr 01, 2022
BUY
N/A
2,440 Added 6.64%
39,164 $6.35 Million
Q4 2021

Jan 03, 2022
SELL
N/A
-107 Reduced 0.29%
36,724 $6.31 Million
Q3 2021

Oct 01, 2021
BUY
N/A
23 Added 0.06%
36,831 $5.66 Million
Q2 2021

Jul 01, 2021
BUY
N/A
112 Added 0.31%
36,808 $5.7 Million
Q1 2021

Apr 01, 2021
SELL
N/A
-83 Reduced 0.23%
36,696 $5.4 Million
Q4 2020

Jan 04, 2021
SELL
N/A
-47 Reduced 0.13%
36,779 $5.19 Million
Q3 2020

Oct 01, 2020
SELL
N/A
-103 Reduced 0.28%
36,826 $4.74 Million
Q2 2020

Jul 01, 2020
SELL
N/A
-100,764 Reduced 73.18%
36,929 $4.33 Million
Q1 2020

Apr 01, 2020
BUY
N/A
135,173 Added 5364.01%
137,693 $14.2 Million
Q4 2019

Jan 02, 2020
BUY
N/A
288 Added 12.9%
2,520 $314,000
Q3 2019

Oct 01, 2019
BUY
N/A
2,232 New
2,232 $267,000

Others Institutions Holding VIG

# of Institutions
2,477
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Eisner Amper Wealth Management Corporate Benefits, LLC Portfolio

Follow Eisner Amper Wealth Management Corporate Benefits, 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 Eisner Amper Wealth Management Corporate Benefits, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eisner Amper Wealth Management Corporate Benefits, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email