Avidian Wealth Solutions, LLC Vanguard Dividend Appreciation Transaction History

Avidian Wealth Solutions, LLC

  • $1.98 Billion
  • Q1 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 1,908 shares of VIG stock, worth $347,542. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,908
Previous 20,292 90.6%
Holding current value
$347,542
Previous $3.46 Million 89.93%
% of portfolio
0.02%
Previous 0.21%

Shares

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

May 03, 2024
SELL
$168.47 - $182.98 $3.1 Million - $3.36 Million
-18,384 Reduced 90.6%
1,908 $348,000
Q4 2023

Feb 06, 2024
BUY
$150.16 - $171.16 $2.67 Million - $3.05 Million
17,801 Added 714.61%
20,292 $3.46 Million
Q3 2023

Oct 13, 2023
SELL
$155.38 - $166.95 $24,083 - $25,877
-155 Reduced 5.86%
2,491 $387,000
Q2 2023

Aug 03, 2023
SELL
$152.74 - $162.43 $28,409 - $30,211
-186 Reduced 6.57%
2,646 $429,000
Q1 2023

May 08, 2023
SELL
$147.24 - $158.33 $566,432 - $609,095
-3,847 Reduced 57.6%
2,832 $436,000
Q4 2022

Feb 06, 2023
BUY
$144.84 - $158.71 $608,907 - $667,216
4,204 Added 169.86%
6,679 $1.01 Million
Q3 2022

Nov 03, 2022
BUY
N/A
54 Added 2.23%
2,475 $335,000
Q2 2022

Jul 29, 2022
SELL
N/A
-18 Reduced 0.74%
2,421 $347,000
Q1 2022

May 10, 2022
BUY
N/A
19 Added 0.79%
2,439 $396,000
Q4 2021

Feb 14, 2022
SELL
N/A
-511 Reduced 17.43%
2,420 $416,000
Q3 2021

Nov 10, 2021
SELL
N/A
-212 Reduced 6.75%
2,931 $450,000
Q2 2021

Aug 09, 2021
SELL
N/A
-2,061 Reduced 39.6%
3,143 $487,000
Q1 2021

May 05, 2021
BUY
N/A
1,642 Added 46.1%
5,204 $765,000
Q4 2020

Feb 09, 2021
SELL
N/A
-190 Reduced 5.06%
3,562 $503,000
Q3 2020

Feb 03, 2021
BUY
N/A
3,752 New
3,752 $483,000
Q3 2020

Nov 06, 2020
SELL
N/A
-2,501 Closed
0 $0
Q2 2020

Aug 10, 2020
BUY
N/A
201 Added 8.74%
2,501 $293,000
Q1 2020

Apr 22, 2020
BUY
N/A
2,300 New
2,300 $238,000
Q2 2019

Aug 14, 2019
SELL
N/A
-2,988 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
2,988 New
2,988 $328,000

Others Institutions Holding VIG

# of Institutions
2,139
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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