A detailed history of Baron Financial Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Baron Financial Group, LLC holds 1,367 shares of VIG stock, worth $248,999. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,367
Previous 1,367 -0.0%
Holding current value
$248,999
Previous $232,000 7.33%
% of portfolio
0.15%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 22, 2024

BUY
$150.16 - $171.16 $8,559 - $9,756
57 Added 4.35%
1,367 $232,000
Q1 2023

Apr 06, 2023

BUY
$147.24 - $158.33 $192,884 - $207,412
1,310 New
1,310 $201,000
Q3 2021

Nov 12, 2021

SELL
N/A
-340 Reduced 20.61%
1,310 $0
Q3 2020

Nov 13, 2020

BUY
N/A
1,650 New
1,650 $0

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


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

Track Baron Financial Group, LLC Portfolio

Follow Baron Financial Group, 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 Baron Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Financial Group, LLC with notifications on news.