Altium Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Altium Wealth Management LLC holds 3,878 shares of VIG stock, worth $706,377. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,878
Previous 4,858 20.17%
Holding current value
$706,377
Previous $788,000 29.44%
% of portfolio
0.04%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
SELL
N/A
-980 Reduced 20.17%
3,878 $556,000
Q1 2022

May 16, 2022
SELL
N/A
-963 Reduced 16.54%
4,858 $788,000
Q4 2021

Jan 31, 2022
SELL
N/A
-302 Reduced 4.93%
5,821 $1 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-12 Reduced 0.2%
6,123 $940,000
Q2 2021

Aug 13, 2021
SELL
N/A
-114 Reduced 1.82%
6,135 $950,000
Q1 2021

May 06, 2021
SELL
N/A
-951 Reduced 13.21%
6,249 $919,000
Q4 2020

Feb 04, 2021
BUY
N/A
3,577 Added 98.73%
7,200 $1.02 Million
Q3 2020

Oct 26, 2020
SELL
N/A
-61 Reduced 1.66%
3,623 $466,000
Q2 2020

Jul 31, 2020
BUY
N/A
64 Added 1.77%
3,684 $432,000
Q1 2020

Apr 23, 2020
SELL
N/A
-1,348 Reduced 27.13%
3,620 $374,000
Q4 2019

Jan 17, 2020
BUY
N/A
229 Added 4.83%
4,968 $619,000
Q3 2019

Nov 12, 2019
SELL
N/A
-3,405 Reduced 41.81%
4,739 $567,000
Q2 2019

Jul 18, 2019
SELL
N/A
-490 Reduced 5.68%
8,144 $938,000
Q1 2019

Apr 26, 2019
SELL
N/A
-146 Reduced 1.66%
8,634 $947,000
Q4 2018

Jan 18, 2019
BUY
N/A
2,448 Added 38.66%
8,780 $860,000
Q3 2018

Nov 13, 2018
SELL
N/A
-1,069 Reduced 14.44%
6,332 $701,000
Q2 2018

Aug 14, 2018
SELL
N/A
-82 Reduced 1.1%
7,401 $752,000
Q1 2018

Jun 06, 2018
SELL
N/A
-15 Reduced 0.2%
7,483 $756,000
Q4 2017

Jun 01, 2018
BUY
N/A
7,498
7,498 $765,000

Others Institutions Holding VIG

# of Institutions
2,249
Shares Held
204M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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