Stephens Consulting, LLC Vanguard Dividend Appreciation Transaction History

Stephens Consulting, LLC

  • $392 Billion
  • Q3 2024

A detailed history of Stephens Consulting, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Stephens Consulting, LLC holds 3,474 shares of VIG stock, worth $632,789. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,474
Previous 3,529 1.56%
Holding current value
$632,789
Previous $644 Million 6.78%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Oct 18, 2024
SELL
$182.15 - $182.15 $10,018 - $10,018
-55 Reduced 1.56%
3,474 $688 Million
Q2 2024

Jul 29, 2024
SELL
$173.33 - $185.29 $25,479 - $27,237
-147 Reduced 4.0%
3,529 $644 Million
Q1 2024

Apr 17, 2024
SELL
$168.47 - $182.98 $3,369 - $3,659
-20 Reduced 0.54%
3,676 $671 Million
Q4 2023

Feb 01, 2024
SELL
$150.16 - $171.16 $12,763 - $14,548
-85 Reduced 2.25%
3,696 $630 Million
Q3 2023

Oct 25, 2023
SELL
$155.38 - $166.95 $69,454 - $74,626
-447 Reduced 10.57%
3,781 $588 Million
Q2 2023

Jul 20, 2023
SELL
$152.74 - $162.43 $3,360 - $3,573
-22 Reduced 0.52%
4,228 $687 Million
Q1 2023

Apr 19, 2023
BUY
$147.24 - $158.33 $7,214 - $7,758
49 Added 1.17%
4,250 $655 Million
Q4 2022

Jan 19, 2023
BUY
$144.84 - $158.71 $97,187 - $106,494
671 Added 19.01%
4,201 $638 Million
Q3 2022

Jan 19, 2023
SELL
N/A
-94 Reduced 2.59%
3,530 $477 Million
Q2 2022

Jan 19, 2023
BUY
N/A
195 Added 5.69%
3,624 $520 Million
Q1 2022

Jan 19, 2023
SELL
N/A
-59 Reduced 1.69%
3,429 $556 Million
Q4 2021

Jan 19, 2023
BUY
N/A
3,488 New
3,488 $599 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 Stephens Consulting, LLC Portfolio

Follow Stephens Consulting, 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 Stephens Consulting, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stephens Consulting, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email