Bell Investment Advisors, Inc Vanguard Dividend Appreciation Transaction History

Bell Investment Advisors, Inc

$538 Million
Q1 2025

A detailed history of Bell Investment Advisors, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 19,309 shares of VIG stock, worth $3.52 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

19,309

Previous 18,829 2.55%

Holding current value

$3.52 Million

Previous $3.43 Million 2.57%

% of portfolio

0.65%

Previous 0.64%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	N/A	480 Added 2.55%	19,309 $3.52 Million
Q4 2024 Feb 07, 2025	SELL	N/A	-370 Reduced 1.93%	18,829 $3.43 Million
Q3 2024 Nov 13, 2024	SELL	$182.15 - $182.15 $910 - $910	-5 Reduced 0.03%	19,199 $3.5 Million
Q2 2024 Aug 07, 2024	SELL	$173.33 - $185.29 $362,606 - $387,626	-2,092 Reduced 9.82%	19,204 $3.51 Million
Q1 2024 May 08, 2024	SELL	$168.47 - $182.98 $12,298 - $13,357	-73 Reduced 0.34%	21,296 $3.89 Million
Q4 2023 Feb 14, 2024	SELL	$150.16 - $171.16 $7,207 - $8,215	-48 Reduced 0.22%	21,369 $3.64 Million
Q3 2023 Nov 08, 2023	SELL	$155.38 - $166.95 $14,761 - $15,860	-95 Reduced 0.44%	21,417 $3.33 Million
Q2 2023 Aug 09, 2023	SELL	$152.74 - $162.43 $11,608 - $12,344	-76 Reduced 0.35%	21,512 $3.49 Million
Q1 2023 May 10, 2023	BUY	$147.24 - $158.33 $3,975 - $4,274	27 Added 0.13%	21,588 $3.32 Million
Q4 2022 Feb 08, 2023	SELL	$144.84 - $158.71 $104,719 - $114,747	-723 Reduced 3.24%	21,561 $3.27 Million
Q3 2022 Nov 09, 2022	SELL	N/A	-462 Reduced 2.03%	22,284 $3.01 Million
Q2 2022 Aug 12, 2022	SELL	N/A	-907 Reduced 3.83%	22,746 $3.26 Million
Q4 2021 Feb 14, 2022	SELL	N/A	-276 Reduced 1.15%	23,653 $4.06 Million
Q3 2021 Nov 12, 2021	BUY	N/A	23,929 New	23,929 $3.68 Million

Others Institutions Holding VIG

# of Institutions

2,562

Shares Held

218M

Call Options Held

572K

Put Options Held

134K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bell Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bell Investment Advisors, Inc with notifications on news.

Account

Bell Investment Advisors, Inc Vanguard Dividend Appreciation Transaction History