Atticus Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Atticus Wealth Management, LLC

  • $285 Million
  • Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 17,133 shares of VIG stock, worth $3.12 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
17,133
Previous 16,668 2.79%
Holding current value
$3.12 Million
Previous $3.04 Million 2.56%
% of portfolio
1.1%
Previous 1.14%

Shares

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

Oct 15, 2024
BUY
$182.15 - $182.15 $84,699 - $84,699
465 Added 2.79%
17,133 $3.12 Million
Q2 2024

Jul 17, 2024
SELL
$173.33 - $185.29 $72,798 - $77,821
-420 Reduced 2.46%
16,668 $3.04 Million
Q1 2024

Apr 17, 2024
BUY
$168.47 - $182.98 $43,802 - $47,574
260 Added 1.55%
17,088 $3.12 Million
Q4 2023

Jan 17, 2024
SELL
$150.16 - $171.16 $58,111 - $66,238
-387 Reduced 2.25%
16,828 $2.87 Million
Q3 2023

Nov 15, 2023
BUY
$155.38 - $166.95 $8,701 - $9,349
56 Added 0.33%
17,215 $2.67 Million
Q2 2023

Jul 20, 2023
SELL
$152.74 - $162.43 $61,096 - $64,972
-400 Reduced 2.28%
17,159 $2.79 Million
Q1 2023

Apr 17, 2023
SELL
$147.24 - $158.33 $151,804 - $163,238
-1,031 Reduced 5.55%
17,559 $2.7 Million
Q4 2022

Jan 31, 2023
BUY
$144.84 - $158.71 $83,283 - $91,258
575 Added 3.19%
18,590 $2.82 Million
Q2 2022

Jul 13, 2022
BUY
N/A
1,017 Added 5.98%
18,015 $2.59 Million
Q1 2022

Apr 15, 2022
BUY
N/A
433 Added 2.61%
16,998 $2.76 Million
Q4 2021

Jan 26, 2022
BUY
N/A
994 Added 6.38%
16,565 $2.85 Million
Q3 2021

Oct 18, 2021
SELL
N/A
-394 Reduced 2.47%
15,571 $2.39 Million
Q2 2021

Jul 21, 2021
BUY
N/A
152 Added 0.96%
15,965 $2.47 Million
Q1 2021

Apr 15, 2021
BUY
N/A
2,504 Added 18.81%
15,813 $2.33 Million
Q4 2020

Jan 20, 2021
BUY
N/A
942 Added 7.62%
13,309 $1.88 Million
Q3 2020

Oct 21, 2020
BUY
N/A
3,015 Added 32.24%
12,367 $1.59 Million
Q2 2020

Jul 15, 2020
BUY
N/A
1,077 Added 13.02%
9,352 $1.1 Million
Q1 2020

Apr 23, 2020
BUY
N/A
921 Added 12.52%
8,275 $856,000
Q4 2019

Feb 03, 2020
BUY
N/A
7,354 New
7,354 $917,000

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
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