Archvest Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Archvest Wealth Advisors, Inc.

  • $166 Million
  • Q3 2024

A detailed history of Archvest Wealth Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 1,751 shares of VIG stock, worth $318,944. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,751
Previous 2,057 14.88%
Holding current value
$318,944
Previous $375,000 15.2%
% of portfolio
0.19%
Previous 0.25%

Shares

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

Nov 04, 2024
SELL
$182.15 - $182.15 $55,737 - $55,737
-306 Reduced 14.88%
1,751 $318,000
Q2 2024

Aug 12, 2024
BUY
$173.33 - $185.29 $90,651 - $96,906
523 Added 34.09%
2,057 $375,000
Q1 2024

Apr 29, 2024
BUY
$168.47 - $182.98 $46,666 - $50,685
277 Added 22.04%
1,534 $280,000
Q4 2023

Jan 16, 2024
SELL
$150.16 - $171.16 $148,508 - $169,277
-989 Reduced 44.03%
1,257 $214,000
Q2 2023

Jul 17, 2023
BUY
$152.74 - $162.43 $343,054 - $364,817
2,246 New
2,246 $364,000
Q1 2022

May 03, 2022
SELL
N/A
-1,325 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
N/A
1,325 New
1,325 $228,000

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
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