Appleton Partners Inc Vanguard Dividend Appreciation Transaction History

Appleton Partners Inc

  • $1.3 Billion
  • Q2 2024

A detailed history of Appleton Partners Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Appleton Partners Inc holds 3,607 shares of VIG stock, worth $657,015. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,607
Previous 4,006 9.96%
Holding current value
$657,015
Previous $732,000 9.97%
% of portfolio
0.05%
Previous 0.06%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
SELL
$173.33 - $185.29 $69,158 - $73,930
-399 Reduced 9.96%
3,607 $659,000
Q1 2024

Apr 01, 2024
BUY
$168.47 - $182.98 $6,064 - $6,587
36 Added 0.91%
4,006 $732,000
Q4 2023

Jan 02, 2024
SELL
$150.16 - $171.16 $5,105 - $5,819
-34 Reduced 0.85%
3,970 $677,000
Q3 2023

Oct 03, 2023
SELL
$155.38 - $166.95 $4,661 - $5,008
-30 Reduced 0.74%
4,004 $622,000
Q2 2023

Jul 10, 2023
BUY
$152.74 - $162.43 $32,686 - $34,760
214 Added 5.6%
4,034 $655,000
Q1 2023

Apr 10, 2023
SELL
$147.24 - $158.33 $12,515 - $13,458
-85 Reduced 2.18%
3,820 $588,000
Q4 2022

Jan 19, 2023
BUY
$144.84 - $158.71 $63,150 - $69,197
436 Added 12.57%
3,905 $593,000
Q2 2022

Jul 08, 2022
BUY
N/A
244 Added 7.57%
3,469 $498,000
Q1 2022

Apr 05, 2022
SELL
N/A
-187 Reduced 5.48%
3,225 $523,000
Q4 2021

Feb 03, 2022
BUY
N/A
224 Added 7.03%
3,412 $586,000
Q3 2021

Oct 14, 2021
BUY
N/A
300 Added 10.39%
3,188 $490,000
Q2 2021

Jul 07, 2021
SELL
N/A
-350 Reduced 10.81%
2,888 $447,000
Q4 2020

Jan 19, 2021
SELL
N/A
-1,206 Reduced 27.14%
3,238 $457,000
Q3 2020

Oct 14, 2020
SELL
N/A
-200 Reduced 4.31%
4,444 $572,000
Q2 2020

Aug 14, 2020
BUY
N/A
200 Added 4.5%
4,644 $544,000
Q1 2020

May 04, 2020
SELL
N/A
-228 Reduced 4.88%
4,444 $460,000
Q4 2019

Jan 13, 2020
BUY
N/A
73 Added 1.59%
4,672 $582,000
Q3 2019

Nov 04, 2019
BUY
N/A
347 Added 8.16%
4,599 $550,000
Q2 2019

Jul 25, 2019
BUY
N/A
484 Added 12.85%
4,252 $490,000
Q1 2019

Apr 17, 2019
SELL
N/A
-50,466 Reduced 93.05%
3,768 $413,000
Q4 2018

Jan 17, 2019
BUY
N/A
27,519 Added 103.01%
54,234 $5.65 Million
Q3 2018

Oct 09, 2018
SELL
N/A
-1,276 Reduced 4.56%
26,715 $2.96 Million
Q2 2018

Aug 08, 2018
SELL
N/A
-30 Reduced 0.11%
27,991 $2.84 Million
Q1 2018

Apr 11, 2018
BUY
N/A
1,346 Added 5.05%
28,021 $2.83 Million
Q4 2017

Jan 12, 2018
SELL
N/A
-252 Reduced 0.94%
26,675 $2.72 Million
Q3 2017

Oct 12, 2017
BUY
N/A
26,927
26,927 $2.55 Million

Others Institutions Holding VIG

# of Institutions
2,188
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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