Northwest Financial Advisors Vanguard Dividend Appreciation Transaction History

Northwest Financial Advisors

$121 Billion
Q4 2024

A detailed history of Northwest Financial Advisors transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Northwest Financial Advisors holds 21,087 shares of VIG stock, worth $3.84 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares

21,087

Previous 21,076 0.05%

Holding current value

$3.84 Million

Previous $4.17 Billion 1.07%

% of portfolio

3.41%

Previous 3.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	N/A	11 Added 0.05%	21,087 $4.13 Billion
Q3 2024 Nov 13, 2024	BUY	$182.15 - $182.15 $272,132 - $272,132	1,494 Added 7.63%	21,076 $4.17 Billion
Q2 2024 Jan 27, 2025	BUY	$173.33 - $185.29 $17,679 - $18,899	102 Added 0.52%	19,581 $3.57 Billion
Q2 2024 Aug 12, 2024	BUY	$173.33 - $185.29 $17,679 - $18,899	102 Added 0.52%	19,582 $3.57 Billion
Q1 2024 Jan 27, 2025	SELL	$168.47 - $182.98 $270,899 - $294,231	-1,608 Reduced 7.63%	19,479 $3.56 Billion
Q1 2024 May 09, 2024	BUY	$168.47 - $182.98 $394,219 - $428,173	2,340 Added 13.65%	19,480 $3.56 Billion
Q4 2023 Feb 07, 2024	BUY	$150.16 - $171.16 $2.57 Million - $2.93 Million	17,140 New	17,140 $2.92 Billion

Others Institutions Holding VIG

# of Institutions

2,475

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Northwest Financial Advisors Vanguard Dividend Appreciation Transaction History