Archvest Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Archvest Wealth Advisors, Inc.

$137 Million
Q4 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 1,201 shares of VIG stock, worth $218,762. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,201

Previous 1,751 31.41%

Holding current value

$218,762

Previous $318,000 31.45%

% of portfolio

0.16%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	N/A	-550 Reduced 31.41%	1,201 $218,000
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

2,404

Shares Held

239M

Call Options Held

595K

Put Options Held

190K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Archvest Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History