Atlas Private Wealth Management Vanguard Dividend Appreciation Transaction History

Atlas Private Wealth Management

  • $227 Million
  • Q1 2024

A detailed history of Atlas Private Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Atlas Private Wealth Management holds 6,018 shares of VIG stock, worth $1.1 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
6,018
Previous 6,047 0.48%
Holding current value
$1.1 Million
Previous $1.03 Million 6.6%
% of portfolio
0.48%
Previous 0.51%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$168.47 - $182.98 $4,885 - $5,306
-29 Reduced 0.48%
6,018 $1.1 Million
Q4 2023

Jan 19, 2024
BUY
$150.16 - $171.16 $300 - $342
2 Added 0.03%
6,047 $1.03 Million
Q3 2023

Oct 23, 2023
BUY
$155.38 - $166.95 $3,418 - $3,672
22 Added 0.37%
6,045 $939,000
Q2 2023

Jul 13, 2023
SELL
$152.74 - $162.43 $7,331 - $7,796
-48 Reduced 0.79%
6,023 $978,000
Q1 2023

Apr 26, 2023
BUY
$147.24 - $158.33 $294 - $316
2 Added 0.03%
6,071 $934,000
Q4 2022

Jan 18, 2023
BUY
$144.84 - $158.71 $144 - $158
1 Added 0.02%
6,069 $0
Q3 2022

Oct 26, 2022
SELL
N/A
-6 Reduced 0.1%
6,068 $820,000
Q2 2022

Jul 19, 2022
BUY
N/A
1 Added 0.02%
6,074 $871,000
Q1 2022

Apr 25, 2022
BUY
N/A
49 Added 0.81%
6,073 $985,000
Q4 2021

Feb 07, 2022
BUY
N/A
1 Added 0.02%
6,024 $1.04 Million
Q3 2021

Oct 25, 2021
SELL
N/A
-520 Reduced 7.95%
6,023 $925,000
Q2 2021

Aug 05, 2021
SELL
N/A
-127 Reduced 1.9%
6,543 $1.01 Million
Q1 2021

Apr 26, 2021
SELL
N/A
-7,469 Reduced 52.83%
6,670 $981,000
Q4 2020

Jan 27, 2021
SELL
N/A
-1,778 Reduced 11.17%
14,139 $2 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-21 Reduced 0.13%
15,917 $2.05 Million
Q2 2020

Aug 04, 2020
SELL
N/A
-1,521 Reduced 8.71%
15,938 $1.87 Million
Q1 2020

May 12, 2020
SELL
N/A
-323 Reduced 1.82%
17,459 $0
Q4 2019

Feb 11, 2020
BUY
N/A
17,782 New
17,782 $2.22 Million

Others Institutions Holding VIG

# of Institutions
2,586
Shares Held
257M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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