A detailed history of Atria Investments LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Atria Investments LLC holds 6,147 shares of VIG stock, worth $1.12 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,147
Previous 28,394 78.35%
Holding current value
$1.12 Million
Previous $5.19 Million 78.36%
% of portfolio
0.02%
Previous 0.07%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$173.33 - $185.29 $3.86 Million - $4.12 Million
-22,247 Reduced 78.35%
6,147 $1.12 Million
Q1 2024

May 21, 2024

SELL
$168.47 - $182.98 $95,185 - $103,383
-565 Reduced 1.95%
28,394 $5.19 Million
Q4 2023

Feb 14, 2024

BUY
$150.16 - $171.16 $64,268 - $73,256
428 Added 1.5%
28,959 $4.93 Million
Q3 2023

Nov 07, 2023

BUY
$155.38 - $166.95 $611,264 - $656,781
3,934 Added 15.99%
28,531 $4.43 Million
Q2 2023

Aug 04, 2023

SELL
$152.74 - $162.43 $475,326 - $505,482
-3,112 Reduced 11.23%
24,597 $4 Million
Q1 2023

May 10, 2023

BUY
$147.24 - $158.33 $867,685 - $933,038
5,893 Added 27.01%
27,709 $4.27 Million
Q4 2022

Jan 31, 2023

SELL
$144.84 - $158.71 $859,625 - $941,943
-5,935 Reduced 21.39%
21,816 $3.31 Million
Q3 2022

Nov 01, 2022

SELL
N/A
-4,092 Reduced 12.85%
27,751 $3.75 Million
Q2 2022

Aug 11, 2022

BUY
N/A
4,238 Added 15.35%
31,843 $4.57 Million
Q1 2022

May 02, 2022

BUY
N/A
612 Added 2.27%
27,605 $4.48 Million
Q4 2021

Feb 04, 2022

SELL
N/A
-654,391 Reduced 96.04%
26,993 $4.64 Million
Q3 2021

Nov 16, 2021

SELL
N/A
-67,676 Reduced 9.03%
681,384 $105 Million
Q2 2021

Aug 10, 2021

BUY
N/A
635,694 Added 560.74%
749,060 $116 Million
Q1 2021

May 11, 2021

SELL
N/A
-123,499 Reduced 52.14%
113,366 $16.7 Million
Q4 2020

Feb 12, 2021

SELL
N/A
-165,595 Reduced 41.15%
236,865 $33.4 Million
Q3 2020

Nov 05, 2020

BUY
N/A
170,850 Added 73.77%
402,460 $51.8 Million
Q2 2020

Sep 22, 2020

BUY
N/A
231,610 New
231,610 $27.1 Million
Q1 2020

May 15, 2020

SELL
N/A
-535,406 Closed
0 $0
Q4 2019

Feb 11, 2020

SELL
N/A
-170,973 Reduced 24.2%
535,406 $66.7 Million
Q3 2019

Nov 14, 2019

BUY
N/A
71,762 Added 11.31%
706,379 $84.5 Million
Q2 2019

Aug 26, 2019

BUY
N/A
451,627 Added 246.8%
634,617 $73.5 Million
Q2 2019

Aug 09, 2019

SELL
N/A
-278,857 Reduced 60.38%
182,990 $15.7 Million
Q1 2019

May 15, 2019

BUY
N/A
374,218 Added 427.05%
461,847 $50.6 Million
Q4 2018

Feb 12, 2019

SELL
N/A
-226,741 Reduced 72.13%
87,629 $8.58 Million
Q3 2018

Oct 09, 2018

BUY
N/A
196,514 Added 166.74%
314,370 $34.8 Million
Q2 2018

Jul 13, 2018

BUY
N/A
96,489 Added 451.58%
117,856 $12 Million
Q1 2018

Apr 30, 2018

BUY
N/A
2,111 Added 10.96%
21,367 $2.16 Million
Q4 2017

Jan 16, 2018

BUY
N/A
2,383 Added 14.12%
19,256 $1.97 Million
Q3 2017

Oct 12, 2017

BUY
N/A
16,873
16,873 $1.6 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Atria Investments LLC Portfolio

Follow Atria Investments LLC 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 Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.