Family Asset Management, LLC Vanguard Dividend Appreciation Transaction History

Family Asset Management, LLC

$166 Billion
Q3 2024

A detailed history of Family Asset Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Family Asset Management, LLC holds 1,738 shares of VIG stock, worth $316,576. This represents 0.21% of its overall portfolio holdings.

Number of Shares

1,738

Previous 1,831 5.08%

Holding current value

$316,576

Previous $334 Million 3.01%

% of portfolio

0.21%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$182.15 - $182.15 $16,939 - $16,939	-93 Reduced 5.08%	1,738 $344 Million
Q2 2024 Aug 01, 2024	BUY	$173.33 - $185.29 $16,639 - $17,787	96 Added 5.53%	1,831 $334 Million
Q1 2024 May 14, 2024	BUY	$168.47 - $182.98 $505 - $548	3 Added 0.17%	1,735 $317 Million
Q4 2023 Feb 06, 2024	SELL	$150.16 - $171.16 $600 - $684	-4 Reduced 0.23%	1,732 $295 Million
Q2 2023 Jul 27, 2023	SELL	$152.74 - $162.43 $11,455 - $12,182	-75 Reduced 4.14%	1,736 $282 Million
Q1 2023 May 03, 2023	SELL	$147.24 - $158.33 $14,135 - $15,199	-96 Reduced 5.03%	1,811 $279 Million
Q4 2022 Jan 18, 2023	BUY	$144.84 - $158.71 $276,209 - $302,659	1,907 New	1,907 $290 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

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 Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Asset Management, LLC with notifications on news.

Account

Family Asset Management, LLC Vanguard Dividend Appreciation Transaction History