Alera Investment Advisors, LLC Vanguard Dividend Appreciation Transaction History

Alera Investment Advisors, LLC

  • $838 Million
  • Q3 2024

A detailed history of Alera Investment Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 2,940 shares of VIG stock, worth $535,521. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,940
Previous 2,749 6.95%
Holding current value
$535,521
Previous $501,000 6.79%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 14, 2024
BUY
$182.15 - $182.15 $34,790 - $34,790
191 Added 6.95%
2,940 $535,000
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $519 - $555
-3 Reduced 0.11%
2,749 $501,000
Q1 2024

May 10, 2024
SELL
$168.47 - $182.98 $747,669 - $812,065
-4,438 Reduced 61.72%
2,752 $502,000
Q3 2023

Oct 11, 2023
SELL
$155.38 - $166.95 $621 - $667
-4 Reduced 0.06%
7,190 $1.12 Million
Q1 2023

May 01, 2023
SELL
$147.24 - $158.33 $27,239 - $29,291
-185 Reduced 2.51%
7,194 $1.11 Million
Q4 2022

Feb 02, 2023
SELL
$144.84 - $158.71 $7,821 - $8,570
-54 Reduced 0.73%
7,379 $1.12 Million
Q2 2022

Aug 08, 2022
SELL
N/A
-1 Reduced 0.01%
7,433 $1.07 Million
Q4 2021

Jan 26, 2022
SELL
N/A
-145 Reduced 1.91%
7,434 $1.28 Million
Q3 2021

Nov 15, 2021
BUY
N/A
6,415 Added 551.12%
7,579 $1.16 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-6,725 Reduced 85.25%
1,164 $1.16 Million
Q2 2021

Aug 05, 2021
SELL
N/A
-238 Reduced 2.93%
7,889 $1.22 Million
Q1 2021

May 12, 2021
BUY
N/A
49 Added 0.61%
8,127 $1.2 Million
Q4 2020

Feb 08, 2021
SELL
N/A
-421 Reduced 4.95%
8,078 $1.14 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-124 Reduced 1.44%
8,499 $1.09 Million
Q1 2020

Apr 29, 2020
SELL
N/A
-122 Reduced 1.4%
8,623 $892,000
Q3 2019

Oct 25, 2019
SELL
N/A
-45 Reduced 0.51%
8,745 $1.05 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-225 Reduced 2.5%
8,790 $1.01 Million
Q1 2019

May 14, 2019
SELL
N/A
-539 Reduced 5.64%
9,015 $988,000
Q4 2018

Feb 14, 2019
BUY
N/A
9,554 New
9,554 $936,000

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
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More about VIG
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