Beese Fulmer Investment Management, Inc. Vanguard Dividend Appreciation Transaction History

Beese Fulmer Investment Management, Inc.

  • $1.13 Billion
  • Q1 2025

A detailed history of Beese Fulmer Investment Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Beese Fulmer Investment Management, Inc. holds 12,614 shares of VIG stock, worth $2.3 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
12,614
Previous 12,314 2.44%
Holding current value
$2.3 Million
Previous $2.24 Million 2.45%
% of portfolio
0.2%
Previous 0.2%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
N/A
300 Added 2.44%
12,614 $2.3 Million
Q4 2024

Jan 28, 2025
BUY
N/A
32 Added 0.26%
12,314 $2.24 Million
Q3 2024

Oct 22, 2024
BUY
$182.15 - $182.15 $91,439 - $91,439
502 Added 4.26%
12,282 $2.24 Million
Q2 2024

Jul 03, 2024
BUY
$173.33 - $185.29 $4,679 - $5,002
27 Added 0.23%
11,780 $2.15 Million
Q1 2024

Apr 08, 2024
BUY
$168.47 - $182.98 $3,874 - $4,208
23 Added 0.2%
11,753 $2.15 Million
Q4 2023

Jan 09, 2024
BUY
$150.16 - $171.16 $7,207 - $8,215
48 Added 0.41%
11,730 $2 Million
Q3 2023

Oct 10, 2023
SELL
$155.38 - $166.95 $6,836 - $7,345
-44 Reduced 0.38%
11,682 $1.82 Million
Q2 2023

Jul 11, 2023
BUY
$152.74 - $162.43 $31,617 - $33,623
207 Added 1.8%
11,726 $1.9 Million
Q1 2023

Apr 11, 2023
BUY
$147.24 - $158.33 $163,730 - $176,062
1,112 Added 10.69%
11,519 $1.77 Million
Q4 2022

Jan 17, 2023
BUY
$144.84 - $158.71 $1,013 - $1,110
7 Added 0.07%
10,407 $0
Q3 2022

Oct 06, 2022
BUY
N/A
1,289 Added 14.15%
10,400 $1.41 Million
Q2 2022

Jul 11, 2022
BUY
N/A
636 Added 7.5%
9,111 $1.31 Million
Q1 2022

Apr 12, 2022
BUY
N/A
211 Added 2.55%
8,475 $1.37 Million
Q4 2021

Jan 10, 2022
SELL
N/A
-125 Reduced 1.49%
8,264 $1.42 Million
Q3 2021

Oct 08, 2021
SELL
N/A
-250 Reduced 2.89%
8,389 $1.29 Million
Q2 2021

Jul 08, 2021
SELL
N/A
-210 Reduced 2.37%
8,639 $1.34 Million
Q1 2021

Apr 23, 2021
BUY
N/A
41 Added 0.47%
8,849 $1.3 Million
Q4 2020

Jan 20, 2021
SELL
N/A
-96 Reduced 1.08%
8,808 $1.24 Million
Q2 2020

Jul 17, 2020
SELL
N/A
-1,385 Reduced 13.46%
8,904 $1.04 Million
Q1 2020

Apr 09, 2020
BUY
N/A
4,200 Added 68.98%
10,289 $1.06 Million
Q4 2019

Feb 05, 2020
BUY
N/A
285 Added 4.91%
6,089 $759,000
Q3 2019

Nov 01, 2019
BUY
N/A
735 Added 14.5%
5,804 $694,000
Q2 2019

Jul 05, 2019
BUY
N/A
1,330 Added 35.57%
5,069 $584,000
Q4 2018

Jan 25, 2019
BUY
N/A
1,286 Added 52.43%
3,739 $366,000
Q3 2018

Oct 09, 2018
BUY
N/A
60 Added 2.51%
2,453 $272,000
Q2 2018

Jul 20, 2018
SELL
N/A
-1,136 Reduced 32.19%
2,393 $243,000
Q4 2017

Jan 26, 2018
BUY
N/A
168 Added 5.0%
3,529 $360,000
Q3 2017

Oct 17, 2017
BUY
N/A
3,361
3,361 $319,000

Others Institutions Holding VIG

# of Institutions
2,536
Shares Held
217M
Call Options Held
615K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
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More about VIG
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