Advisory Research Inc Vanguard Dividend Appreciation Transaction History

Advisory Research Inc

$499 Million
Q2 2024

A detailed history of Advisory Research Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Advisory Research Inc holds 13,985 shares of VIG stock, worth $2.55 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

13,985

Previous 14,544 3.84%

Holding current value

$2.55 Million

Previous $2.66 Million 3.88%

% of portfolio

0.51%

Previous 0.55%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$173.33 - $185.29 $96,891 - $103,577	-559 Reduced 3.84%	13,985 $2.55 Million
Q3 2023 Nov 13, 2023	SELL	$155.38 - $166.95 $577,236 - $620,219	-3,715 Reduced 20.35%	14,544 $2.26 Million
Q2 2023 Aug 14, 2023	SELL	$152.74 - $162.43 $879,018 - $934,784	-5,755 Reduced 23.97%	18,259 $2.97 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-6,506 Reduced 21.32%	24,014 $3.25 Million
Q1 2021 May 12, 2021	SELL	N/A	-31,596 Reduced 50.87%	30,520 $4.49 Million
Q4 2020 Feb 12, 2021	BUY	N/A	31,058 Added 100.0%	62,116 $8.77 Million
Q3 2020 Nov 12, 2020	SELL	N/A	-3,870 Reduced 11.08%	31,058 $4 Million
Q2 2020 Aug 13, 2020	BUY	N/A	24,155 Added 224.22%	34,928 $4.09 Million
Q1 2020 May 12, 2020	BUY	N/A	10,773 New	10,773 $1.11 Million

Others Institutions Holding VIG

# of Institutions

2,192

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 Advisory Research Inc, based on Form 13F filings with the SEC.

News

Stay updated on Advisory Research Inc with notifications on news.

Account

Advisory Research Inc Vanguard Dividend Appreciation Transaction History