Ethos Financial Group, LLC Vanguard Dividend Appreciation Transaction History

Ethos Financial Group, LLC

$568 Million
Q2 2024

A detailed history of Ethos Financial Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ethos Financial Group, LLC holds 8,380 shares of VIG stock, worth $1.53 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

8,380

Previous 8,783 4.59%

Holding current value

$1.53 Million

Previous $1.6 Million 4.18%

% of portfolio

0.27%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$173.33 - $185.29 $69,851 - $74,671	-403 Reduced 4.59%	8,380 $1.54 Million
Q1 2024 May 08, 2024	BUY	$168.47 - $182.98 $19,879 - $21,591	118 Added 1.36%	8,783 $1.6 Million
Q4 2023 Feb 07, 2024	BUY	$150.16 - $171.16 $82,287 - $93,795	548 Added 6.75%	8,665 $1.48 Million
Q3 2023 Nov 13, 2023	BUY	$155.38 - $166.95 $75,825 - $81,471	488 Added 6.4%	8,117 $1.26 Million
Q1 2023 Apr 20, 2023	BUY	$147.24 - $158.33 $45,202 - $48,607	307 Added 4.19%	7,629 $1.17 Million
Q4 2022 Feb 09, 2023	BUY	$144.84 - $158.71 $1.06 Million - $1.16 Million	7,322 New	7,322 $1.17 Billion

Others Institutions Holding VIG

# of Institutions

2,194

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

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 Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.

Account

Ethos Financial Group, LLC Vanguard Dividend Appreciation Transaction History