Bell Investment Advisors, Inc Vanguard Dividend Appreciation Transaction History

Bell Investment Advisors, Inc

$533 Million
Q4 2024

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 18,829 shares of VIG stock, worth $3.43 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

18,829

Previous 19,199 1.93%

Holding current value

$3.43 Million

Previous $3.5 Million 1.94%

% of portfolio

0.64%

Previous 0.65%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,485

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Bell Investment Advisors, Inc Vanguard Dividend Appreciation Transaction History