Baystate Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Baystate Wealth Management LLC holds 13,036 shares of VIG stock, worth $2.37 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
13,036
Previous 13,782 5.41%
Holding current value
$2.37 Million
Previous $2.14 Million 3.74%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Jan 29, 2024
SELL
$150.16 - $171.16 $112,019 - $127,685
-746 Reduced 5.41%
13,036 $2.22 Million
Q3 2023

Oct 25, 2023
SELL
$155.38 - $166.95 $71,940 - $77,297
-463 Reduced 3.25%
13,782 $2.14 Million
Q2 2023

Sep 21, 2023
BUY
$152.74 - $162.43 $1.14 Million - $1.21 Million
7,451 Added 109.67%
14,245 $2.31 Million
Q2 2023

Aug 02, 2023
SELL
$152.74 - $162.43 $1.19 Million - $1.26 Million
-7,759 Reduced 53.32%
6,794 $1.1 Million
Q1 2023

Apr 25, 2023
BUY
$147.24 - $158.33 $147,387 - $158,488
1,001 Added 7.39%
14,553 $2.24 Million
Q4 2022

Jan 12, 2023
SELL
$144.84 - $158.71 $2,317 - $2,539
-16 Reduced 0.12%
13,552 $2.06 Million
Q3 2022

Nov 10, 2022
SELL
N/A
-7,342 Reduced 35.11%
13,568 $1.83 Million
Q2 2022

Aug 02, 2022
BUY
N/A
115 Added 0.55%
20,910 $3 Million
Q1 2022

Apr 19, 2022
SELL
N/A
-707 Reduced 3.29%
20,795 $3.37 Million
Q4 2021

Jan 21, 2022
BUY
N/A
30 Added 0.14%
21,502 $3.69 Million
Q3 2021

Nov 05, 2021
SELL
N/A
-3,010 Reduced 12.29%
21,472 $3.3 Million
Q2 2021

Jul 26, 2021
BUY
N/A
1,282 Added 5.53%
24,482 $3.79 Million
Q1 2021

Apr 21, 2021
BUY
N/A
13,786 Added 146.44%
23,200 $3.41 Million
Q4 2020

Jan 15, 2021
SELL
N/A
-374 Reduced 3.82%
9,414 $1.33 Million
Q3 2020

Oct 14, 2020
SELL
N/A
-9 Reduced 0.09%
9,788 $1.26 Million
Q2 2020

Jul 28, 2020
BUY
N/A
3 Added 0.03%
9,797 $1.15 Million
Q1 2020

Apr 22, 2020
BUY
N/A
7,555 Added 337.43%
9,794 $1.01 Million
Q4 2019

Jan 21, 2020
SELL
N/A
-1,194 Reduced 34.78%
2,239 $279,000
Q3 2019

Oct 30, 2019
BUY
N/A
906 Added 35.85%
3,433 $410,000
Q2 2019

Jul 02, 2019
SELL
N/A
-179 Reduced 6.61%
2,527 $293,000
Q1 2019

Apr 25, 2019
BUY
N/A
162 Added 6.37%
2,706 $306,000
Q4 2018

Jan 24, 2019
SELL
N/A
-519 Reduced 16.94%
2,544 $262,000
Q3 2018

Oct 16, 2018
BUY
N/A
893 Added 41.15%
3,063 $325,000
Q2 2018

Jul 17, 2018
SELL
N/A
-167 Reduced 7.15%
2,170 $224,000
Q1 2018

Apr 24, 2018
BUY
N/A
495 Added 26.87%
2,337 $237,000
Q4 2017

Jan 23, 2018
BUY
N/A
100 Added 5.74%
1,842 $198,000
Q3 2017

Oct 10, 2017
BUY
N/A
1,742
1,742 $166,000

Others Institutions Holding VIG

# of Institutions
2,229
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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