A detailed history of Palo Alto Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 3,798 shares of VIG stock, worth $691,805. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,798
Previous 3,939 3.58%
Holding current value
$691,805
Previous $723 Million 5.12%
% of portfolio
0.31%
Previous 0.5%

Shares

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

Nov 06, 2024

SELL
$182.15 - $182.15 $25,683 - $25,683
-141 Reduced 3.58%
3,798 $760 Million
Q1 2024

Apr 30, 2024

BUY
$168.47 - $182.98 $2,863 - $3,110
17 Added 0.43%
3,939 $719 Million
Q4 2023

Feb 05, 2024

BUY
$150.16 - $171.16 $28,230 - $32,178
188 Added 5.03%
3,922 $668 Million
Q3 2023

Oct 30, 2023

SELL
$155.38 - $166.95 $113,116 - $121,539
-728 Reduced 16.32%
3,734 $583 Million
Q2 2023

Aug 07, 2023

SELL
$152.74 - $162.43 $244,536 - $260,050
-1,601 Reduced 26.41%
4,462 $728 Million
Q1 2023

Apr 18, 2023

SELL
$147.24 - $158.33 $240,295 - $258,394
-1,632 Reduced 21.21%
6,063 $934 Million
Q4 2022

Feb 07, 2023

BUY
$144.84 - $158.71 $1.11 Million - $1.22 Million
7,695 New
7,695 $1.17 Billion

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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