Appleton Partners Inc Vanguard Dividend Appreciation Transaction History

Appleton Partners Inc

  • $1.29 Billion
  • Q1 2025

A detailed history of Appleton Partners Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Appleton Partners Inc holds 3,403 shares of VIG stock, worth $619,856. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,403
Previous 2,953 15.24%
Holding current value
$619,856
Previous $578,000 14.19%
% of portfolio
0.05%
Previous 0.04%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
N/A
450 Added 15.24%
3,403 $660,000
Q4 2024

Jan 28, 2025
SELL
N/A
-486 Reduced 14.13%
2,953 $578,000
Q3 2024

Oct 01, 2024
SELL
$182.15 - $182.15 $30,601 - $30,601
-168 Reduced 4.66%
3,439 $681,000
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
2,542
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Appleton Partners Inc Portfolio

Follow Appleton Partners Inc 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 Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email