Balasa Dinverno & Foltz LLC Vanguard Dividend Appreciation Transaction History

Balasa Dinverno & Foltz LLC

  • $1.58 Billion
  • Q3 2022

A detailed history of Balasa Dinverno & Foltz LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 5,342 shares of VIG stock, worth $973,045. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,342
Previous 5,342 -0.0%
Holding current value
$973,045
Previous $766,000 5.74%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 09, 2022
BUY
N/A
594 Added 12.51%
5,342 $766,000
Q3 2021

Oct 26, 2021
SELL
N/A
-222 Reduced 4.47%
4,748 $729,000
Q2 2021

Jul 23, 2021
SELL
N/A
-131 Reduced 2.57%
4,970 $769,000
Q1 2021

Apr 29, 2021
SELL
N/A
-152 Reduced 2.89%
5,101 $750,000
Q3 2020

Nov 10, 2020
BUY
N/A
5,253 New
5,253 $676,000

Others Institutions Holding VIG

# of Institutions
2,192
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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