Avity Investment Management Inc. Vanguard Dividend Appreciation Transaction History

Avity Investment Management Inc.

  • $1.21 Billion
  • Q1 2024

A detailed history of Avity Investment Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Avity Investment Management Inc. holds 8,517 shares of VIG stock, worth $1.55 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,517
Previous 8,335 2.18%
Holding current value
$1.55 Million
Previous $1.42 Million 9.51%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Apr 16, 2024
BUY
$168.47 - $182.98 $30,661 - $33,302
182 Added 2.18%
8,517 $1.56 Million
Q4 2023

Jan 11, 2024
BUY
$150.16 - $171.16 $30,932 - $35,258
206 Added 2.53%
8,335 $1.42 Million
Q3 2023

Oct 18, 2023
BUY
$155.38 - $166.95 $97,112 - $104,343
625 Added 8.33%
8,129 $1.26 Million
Q2 2023

Jul 17, 2023
BUY
$152.74 - $162.43 $193,827 - $206,123
1,269 Added 20.35%
7,504 $1.22 Million
Q1 2023

Apr 18, 2023
BUY
$147.24 - $158.33 $34,601 - $37,207
235 Added 3.92%
6,235 $960,000
Q4 2022

Jan 12, 2023
SELL
$144.84 - $158.71 $38,382 - $42,058
-265 Reduced 4.23%
6,000 $911,000
Q3 2022

Oct 13, 2022
BUY
N/A
1,200 Added 23.69%
6,265 $847,000
Q2 2022

Jul 13, 2022
BUY
N/A
75 Added 1.5%
5,065 $727,000
Q1 2022

Apr 19, 2022
BUY
N/A
720 Added 16.86%
4,990 $809,000
Q4 2021

Jan 14, 2022
BUY
N/A
470 Added 12.37%
4,270 $733,000
Q3 2021

Oct 13, 2021
BUY
N/A
255 Added 7.19%
3,800 $584,000
Q2 2021

Jul 13, 2021
BUY
N/A
725 Added 25.71%
3,545 $549,000
Q1 2021

Apr 15, 2021
BUY
N/A
310 Added 12.35%
2,820 $415,000
Q4 2020

Jan 15, 2021
BUY
N/A
2,510 New
2,510 $354,000
Q4 2017

Jan 10, 2018
SELL
N/A
-2,375 Closed
0 $0
Q3 2017

Oct 20, 2017
BUY
N/A
2,375
2,375 $225,000

Others Institutions Holding VIG

# of Institutions
2,135
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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