A detailed history of Agate Pass Investment Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Agate Pass Investment Management, LLC holds 4,515 shares of VIG stock, worth $822,407. This represents 0.42% of its overall portfolio holdings.

Number of Shares
4,515
Previous 4,949 8.77%
Holding current value
$822,407
Previous $903,000 8.97%
% of portfolio
0.42%
Previous 0.49%

Shares

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

Oct 09, 2024

SELL
$182.15 - $182.15 $79,053 - $79,053
-434 Reduced 8.77%
4,515 $822,000
Q2 2024

Jul 15, 2024

BUY
$173.33 - $185.29 $150,103 - $160,461
866 Added 21.21%
4,949 $903,000
Q1 2024

Apr 15, 2024

BUY
$168.47 - $182.98 $77,327 - $83,987
459 Added 12.67%
4,083 $745,000
Q1 2023

May 11, 2023

BUY
$147.24 - $158.33 $15,165 - $16,307
103 Added 2.93%
3,624 $558,000
Q4 2022

Feb 06, 2023

SELL
$144.84 - $158.71 $9,704 - $10,633
-67 Reduced 1.87%
3,521 $534,000
Q3 2022

Oct 14, 2022

SELL
N/A
-20 Reduced 0.55%
3,588 $485,000
Q2 2022

Aug 09, 2022

BUY
N/A
193 Added 5.65%
3,608 $518,000
Q1 2022

Apr 28, 2022

BUY
N/A
124 Added 3.77%
3,415 $554,000
Q4 2021

Jan 21, 2022

BUY
N/A
3,291 New
3,291 $565,000

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


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