Evernest Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

Evernest Financial Advisors, LLC

  • $362 Million
  • Q3 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 5,643 shares of VIG stock, worth $1.03 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,643
Previous 5,625 0.32%
Holding current value
$1.03 Million
Previous $1.03 Million 0.1%
% of portfolio
0.28%
Previous 0.47%

Shares

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

Oct 21, 2024
BUY
$182.15 - $182.15 $3,278 - $3,278
18 Added 0.32%
5,643 $1.03 Million
Q1 2024

May 10, 2024
BUY
$168.47 - $182.98 $2,695 - $2,927
16 Added 0.29%
5,625 $980 Million
Q4 2023

May 10, 2024
BUY
$150.16 - $171.16 $268,936 - $306,547
1,791 Added 31.84%
7,416 $1.26 Billion
Q4 2021

Feb 13, 2024
BUY
N/A
5,609 New
5,609 $986 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
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