A detailed history of Apexium Financial, LP transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Apexium Financial, LP holds 2,414 shares of VIG stock, worth $439,710. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,414
Previous 2,827 14.61%
Holding current value
$439,710
Previous $481,000 8.52%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$168.47 - $182.98 $69,578 - $75,570
-413 Reduced 14.61%
2,414 $440,000
Q4 2023

Feb 08, 2024

BUY
$150.16 - $171.16 $450 - $513
3 Added 0.11%
2,827 $481,000
Q3 2023

Oct 24, 2023

SELL
$155.38 - $166.95 $7,147 - $7,679
-46 Reduced 1.6%
2,824 $438,000
Q1 2023

May 17, 2023

BUY
$147.24 - $158.33 $422,578 - $454,407
2,870 New
2,870 $442,000

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


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