Bartlett & Co. Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 36,372 shares of VIG stock, worth $6.63 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
36,372
Previous 35,838 1.49%
Holding current value
$6.63 Million
Previous $6.57 Billion 10.04%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 17, 2024
BUY
$182.15 - $182.15 $97,268 - $97,268
534 Added 1.49%
36,372 $7.23 Billion
Q2 2024

Jul 12, 2024
SELL
$173.33 - $185.29 $83,198 - $88,939
-480 Reduced 1.32%
35,838 $6.57 Billion
Q1 2024

May 09, 2024
BUY
$168.47 - $182.98 $292,800 - $318,019
1,738 Added 5.03%
36,318 $6.63 Billion
Q4 2023

Feb 14, 2024
BUY
$150.16 - $171.16 $120,578 - $137,441
803 Added 2.38%
34,580 $5.9 Billion
Q2 2023

Feb 14, 2024
SELL
$152.74 - $162.43 $85,534 - $90,960
-560 Reduced 1.63%
33,777 $5.51 Billion
Q1 2023

Feb 14, 2024
BUY
$147.24 - $158.33 $20,466 - $22,007
139 Added 0.41%
34,337 $5.29 Billion
Q3 2022

Feb 14, 2024
BUY
N/A
8,510 Added 33.13%
34,198 $4.62 Billion
Q2 2022

Feb 14, 2024
BUY
N/A
2,300 Added 9.83%
25,688 $3.69 Billion
Q1 2022

Feb 14, 2024
BUY
N/A
543 Added 2.38%
23,388 $3.79 Billion
Q4 2021

Feb 14, 2024
BUY
N/A
480 Added 2.15%
22,845 $3.92 Billion
Q2 2021

Feb 13, 2024
BUY
N/A
353 Added 1.6%
22,365 $3.46 Billion
Q1 2021

Feb 13, 2024
SELL
N/A
-75 Reduced 0.34%
22,012 $3.24 Billion
Q3 2020

Feb 13, 2024
BUY
N/A
587 Added 2.73%
22,087 $2.85 Billion
Q2 2020

Feb 13, 2024
SELL
N/A
-923 Reduced 4.12%
21,500 $2.53 Billion
Q1 2020

Feb 13, 2024
BUY
N/A
134 Added 0.6%
22,423 $2.32 Billion
Q4 2019

Feb 13, 2024
BUY
N/A
437 Added 2.0%
22,289 $2.78 Billion
Q3 2019

Feb 13, 2024
BUY
N/A
9,275 Added 73.75%
21,852 $2.61 Billion
Q2 2019

Feb 13, 2024
BUY
N/A
230 Added 1.86%
12,577 $1.45 Billion
Q1 2019

Feb 13, 2024
BUY
N/A
82 Added 0.67%
12,347 $1.36 Billion
Q3 2018

Feb 13, 2024
BUY
N/A
13 Added 0.11%
12,265 $1.36 Billion
Q2 2018

Feb 13, 2024
BUY
N/A
11,587 Added 1742.41%
12,252 $1.25 Billion
Q1 2018

Feb 13, 2024
BUY
N/A
665 New
665 $67.2 Million

Others Institutions Holding VIG

# of Institutions
2,233
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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