Apella Capital, LLC Vanguard Dividend Appreciation Transaction History

Apella Capital, LLC

  • $2.41 Billion
  • Q3 2024

A detailed history of Apella Capital, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Apella Capital, LLC holds 63,333 shares of VIG stock, worth $11.5 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
63,333
Previous 64,455 1.74%
Holding current value
$11.5 Million
Previous $11.8 Million 1.95%
% of portfolio
0.48%
Previous 0.54%

Shares

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

Oct 03, 2024
SELL
$182.15 - $182.15 $204,372 - $204,372
-1,122 Reduced 1.74%
63,333 $11.5 Million
Q2 2024

Jul 10, 2024
SELL
$173.33 - $185.29 $123,930 - $132,482
-715 Reduced 1.1%
64,455 $11.8 Million
Q1 2024

Apr 10, 2024
SELL
$168.47 - $182.98 $313,859 - $340,891
-1,863 Reduced 2.78%
65,170 $11.9 Million
Q4 2023

Jan 05, 2024
BUY
$150.16 - $171.16 $27,629 - $31,493
184 Added 0.28%
67,033 $11.4 Million
Q3 2023

Oct 10, 2023
SELL
$155.38 - $166.95 $557,037 - $598,515
-3,585 Reduced 5.09%
66,849 $10.4 Million
Q2 2023

Jul 06, 2023
SELL
$152.74 - $162.43 $594,464 - $632,177
-3,892 Reduced 5.24%
70,434 $11.4 Million
Q4 2022

Jan 10, 2023
SELL
$144.84 - $158.71 $253,614 - $277,901
-1,751 Reduced 2.3%
74,326 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-1,837 Reduced 2.36%
76,077 $10.3 Million
Q2 2022

Jul 08, 2022
SELL
N/A
-1,027 Reduced 1.3%
77,914 $11.2 Million
Q1 2022

Apr 11, 2022
SELL
N/A
-14,521 Reduced 15.54%
78,941 $0
Q4 2021

Jan 13, 2022
SELL
N/A
-1,174 Reduced 1.24%
93,462 $16.1 Million
Q3 2021

Jan 18, 2022
SELL
N/A
-18 Reduced 0.02%
94,636 $14.5 Million
Q3 2021

Oct 12, 2021
BUY
N/A
847 Added 0.9%
94,654 $14.7 Million
Q2 2021

Jan 18, 2022
SELL
N/A
-19 Reduced 0.02%
93,807 $14.5 Million
Q2 2021

Jul 02, 2021
BUY
N/A
531 Added 0.57%
93,826 $14.5 Million
Q1 2021

Apr 15, 2021
SELL
N/A
-1,761 Reduced 1.85%
93,295 $13.7 Million
Q4 2020

Feb 18, 2021
SELL
N/A
-3,783 Reduced 3.83%
95,056 $13.4 Million
Q3 2020

Oct 22, 2020
SELL
N/A
-687 Reduced 0.69%
98,839 $12.7 Million
Q2 2020

Jul 20, 2020
SELL
N/A
-121 Reduced 0.12%
99,526 $11.7 Million
Q1 2020

May 14, 2020
BUY
N/A
99,647 New
99,647 $10.3 Million

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
  • Industry ETFs
More about VIG
Track This Portfolio

Track Apella Capital, LLC Portfolio

Follow Apella Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email