Bdo Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 13,380 shares of VIG stock, worth $2.44 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

13,380

Previous 23,632 43.38%

Holding current value

$2.44 Million

Previous $3.64 Million 40.29%

% of portfolio

0.25%

Previous 0.45%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$152.74 - $162.43 $1.57 Million - $1.67 Million	-10,252 Reduced 43.38%	13,380 $2.17 Million
Q1 2023 May 09, 2023	SELL	$147.24 - $158.33 $1.62 Million - $1.74 Million	-10,973 Reduced 31.71%	23,632 $3.64 Million
Q4 2022 Jan 27, 2023	BUY	$144.84 - $158.71 $151,068 - $165,534	1,043 Added 3.11%	34,605 $0
Q3 2022 Nov 02, 2022	BUY	N/A	12,780 Added 61.5%	33,562 $4.54 Million
Q2 2022 Aug 25, 2022	SELL	N/A	-20,569 Reduced 49.74%	20,782 $2.98 Million
Q1 2022 May 06, 2022	BUY	N/A	11,099 Added 36.69%	41,351 $6.71 Million
Q4 2021 Feb 11, 2022	SELL	N/A	-2,487 Reduced 7.6%	30,252 $5.2 Million
Q3 2021 Nov 09, 2021	BUY	N/A	7,881 Added 31.7%	32,739 $5.03 Million
Q2 2021 Sep 03, 2021	SELL	N/A	-12,117 Reduced 32.77%	24,858 $3.85 Million
Q1 2021 May 14, 2021	BUY	N/A	15,217 Added 69.94%	36,975 $5.44 Million
Q4 2020 Feb 12, 2021	SELL	N/A	-10,290 Reduced 32.11%	21,758 $3.07 Million
Q3 2020 Nov 12, 2020	BUY	N/A	7,626 Added 31.23%	32,048 $4.12 Million
Q2 2020 Aug 14, 2020	SELL	N/A	-743 Reduced 2.95%	24,422 $2.86 Million
Q1 2020 May 15, 2020	BUY	N/A	99 Added 0.39%	25,165 $2.6 Million
Q4 2019 Feb 14, 2020	SELL	N/A	-9,578 Reduced 27.65%	25,066 $3.13 Million
Q3 2019 Nov 12, 2019	BUY	N/A	1,907 Added 5.83%	34,644 $4.14 Million
Q2 2019 Aug 09, 2019	BUY	N/A	9,814 Added 42.81%	32,737 $3.77 Million
Q1 2019 May 15, 2019	BUY	N/A	5,841 Added 34.19%	22,923 $2.51 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-7,575 Reduced 30.72%	17,082 $1.67 Million
Q3 2018 Nov 07, 2018	BUY	N/A	4,341 Added 21.37%	24,657 $2.73 Million
Q2 2018 Aug 27, 2018	BUY	N/A	3,128 Added 18.2%	20,316 $2.07 Million
Q1 2018 May 23, 2018	BUY	N/A	3,858 Added 28.94%	17,188 $1.74 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-973 Reduced 6.8%	13,330 $1.36 Million
Q3 2017 Nov 08, 2017	BUY	N/A	14,303	14,303 $1.36 Million

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Bdo Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History