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
2,268
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
Track This Portfolio

Track Atlas Private Wealth Management Portfolio

Follow Atlas Private Wealth Management 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 Atlas Private Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email