Arete Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Arete Wealth Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 37,785 shares of VIG stock, worth $6.88 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
37,785
Previous 37,785 -0.0%
Holding current value
$6.88 Million
Previous $7.46 Million -0.0%
% of portfolio
0.64%
Previous 0.64%

Shares

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

Nov 14, 2024
BUY
$182.15 - $182.15 $1.15 Million - $1.15 Million
6,322 Added 20.09%
37,785 $7.46 Million
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $1.67 Million - $1.79 Million
-9,642 Reduced 23.46%
31,463 $5.74 Million
Q1 2024

May 15, 2024
BUY
$168.47 - $182.98 $416,457 - $452,326
2,472 Added 6.4%
41,105 $7.51 Million
Q4 2023

Feb 14, 2024
BUY
$150.16 - $171.16 $5.27 Million - $6 Million
35,069 Added 983.98%
38,633 $6.58 Million
Q3 2023

Oct 30, 2023
SELL
$155.38 - $166.95 $14.4 Million - $15.5 Million
-92,655 Reduced 96.3%
3,564 $553,000
Q2 2023

Aug 09, 2023
SELL
$152.74 - $162.43 $24.3 Million - $25.9 Million
-159,400 Reduced 62.36%
96,219 $15.6 Million
Q1 2023

May 01, 2023
BUY
$147.24 - $158.33 $3.07 Million - $3.3 Million
20,832 Added 8.87%
255,619 $39.4 Million
Q4 2022

Feb 06, 2023
SELL
$144.84 - $158.71 $4.34 Million - $4.76 Million
-29,970 Reduced 11.32%
234,787 $35.7 Million
Q3 2022

Nov 07, 2022
SELL
N/A
-2,050 Reduced 0.77%
264,757 $35.8 Million
Q2 2022

Aug 15, 2022
BUY
N/A
45,683 Added 20.66%
266,807 $13.8 Million
Q1 2022

May 06, 2022
BUY
N/A
116,902 Added 112.17%
221,124 $35.9 Million
Q4 2021

Feb 07, 2022
BUY
N/A
5,528 Added 5.6%
104,222 $17.9 Million
Q3 2021

Nov 15, 2021
BUY
N/A
4,720 Added 5.02%
98,694 $15.2 Million
Q2 2021

Aug 09, 2021
BUY
N/A
1,503 Added 1.63%
93,974 $14.2 Million
Q1 2021

May 10, 2021
SELL
N/A
-73,175 Reduced 44.18%
92,471 $13.6 Million
Q4 2020

Feb 08, 2021
BUY
N/A
1,472 Added 0.9%
165,646 $23.3 Million
Q3 2020

Nov 09, 2020
BUY
N/A
1,651 Added 1.02%
164,174 $21.1 Million
Q2 2020

Aug 11, 2020
BUY
N/A
55,316 Added 51.6%
162,523 $19 Million
Q1 2020

May 14, 2020
SELL
N/A
-127,098 Reduced 54.24%
107,207 $11 Million
Q4 2019

Feb 14, 2020
BUY
N/A
4,604 Added 2.0%
234,305 $29.2 Million
Q3 2019

Nov 13, 2019
BUY
N/A
1,934 Added 0.85%
229,701 $27.5 Million
Q2 2019

Aug 14, 2019
BUY
N/A
4,187 Added 1.87%
227,767 $26.2 Million
Q1 2019

May 15, 2019
BUY
N/A
191,514 Added 597.25%
223,580 $24.5 Million
Q4 2018

Feb 14, 2019
BUY
N/A
4,153 Added 14.88%
32,066 $3.14 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-14,629 Reduced 34.39%
27,913 $3.09 Million
Q2 2018

Aug 14, 2018
BUY
N/A
32,940 Added 343.05%
42,542 $4.32 Million
Q1 2018

May 15, 2018
SELL
N/A
-2,122 Reduced 18.1%
9,602 $970,000
Q4 2017

Feb 14, 2018
BUY
N/A
339 Added 2.98%
11,724 $1.2 Million
Q3 2017

Nov 15, 2017
BUY
N/A
11,385
11,385 $1.08 Million

Others Institutions Holding VIG

# of Institutions
2,267
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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