Southland Equity Partners LLC Vanguard Dividend Appreciation Transaction History

Southland Equity Partners LLC

$350 Billion
Q2 2024

A detailed history of Southland Equity Partners LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Southland Equity Partners LLC holds 2,020 shares of VIG stock, worth $367,943. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,020

Previous 3,298 38.75%

Holding current value

$367,943

Previous $602 Million 38.77%

% of portfolio

0.11%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$173.33 - $185.29 $221,515 - $236,800	-1,278 Reduced 38.75%	2,020 $369 Million
Q4 2023 Jan 09, 2024	SELL	$150.16 - $171.16 $12,162 - $13,863	-81 Reduced 2.4%	3,298 $562 Million
Q3 2023 Jan 02, 2024	SELL	$155.38 - $166.95 $8,701 - $9,349	-56 Reduced 1.63%	3,379 $525 Million
Q2 2023 Jan 02, 2024	SELL	$152.74 - $162.43 $4,734 - $5,035	-31 Reduced 0.89%	3,435 $558 Million
Q1 2023 Jan 02, 2024	BUY	$147.24 - $158.33 $147,828 - $158,963	1,004 Added 40.78%	3,466 $534 Million
Q4 2022 Jan 02, 2024	SELL	$144.84 - $158.71 $13,470 - $14,760	-93 Reduced 3.64%	2,462 $374 Million
Q3 2022 Jan 02, 2024	BUY	N/A	41 Added 1.63%	2,555 $345 Million
Q2 2021 Jan 02, 2024	BUY	N/A	305 Added 13.81%	2,514 $389 Million
Q4 2020 Jan 02, 2024	BUY	N/A	2,209 New	2,209 $312 Million

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 Southland Equity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Southland Equity Partners LLC with notifications on news.

Account

Southland Equity Partners LLC Vanguard Dividend Appreciation Transaction History