Berger Financial Group, Inc Vanguard Dividend Appreciation Transaction History

Berger Financial Group, Inc

  • $1.08 Billion
  • Q2 2024

A detailed history of Berger Financial Group, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Berger Financial Group, Inc holds 3,459 shares of VIG stock, worth $630,056. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,459
Previous 2,745 26.01%
Holding current value
$630,056
Previous $501,000 25.95%
% of portfolio
0.06%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$173.33 - $185.29 $123,757 - $132,297
714 Added 26.01%
3,459 $631,000
Q1 2024

Apr 16, 2024
BUY
$168.47 - $182.98 $171,839 - $186,639
1,020 Added 59.13%
2,745 $501,000
Q4 2023

Feb 07, 2024
SELL
$150.16 - $171.16 $3,153 - $3,594
-21 Reduced 1.2%
1,725 $293,000
Q3 2023

Nov 03, 2023
SELL
$155.38 - $166.95 $3,729 - $4,006
-24 Reduced 1.36%
1,746 $271,000
Q2 2023

Aug 10, 2023
BUY
$152.74 - $162.43 $7,789 - $8,283
51 Added 2.97%
1,770 $287,000
Q1 2023

Apr 24, 2023
BUY
$147.24 - $158.33 $7,362 - $7,916
50 Added 3.0%
1,719 $264,000
Q4 2022

Jan 30, 2023
SELL
$144.84 - $158.71 $15,932 - $17,458
-110 Reduced 6.18%
1,669 $253,000
Q3 2022

Oct 27, 2022
SELL
N/A
-393 Reduced 18.09%
1,779 $241,000
Q2 2022

Aug 08, 2022
BUY
N/A
133 Added 6.52%
2,172 $312,000
Q1 2022

May 10, 2022
BUY
N/A
502 Added 32.66%
2,039 $331,000
Q4 2021

Jan 26, 2022
BUY
N/A
154 Added 11.14%
1,537 $264,000
Q3 2021

Oct 28, 2021
BUY
N/A
3 Added 0.22%
1,383 $212,000
Q2 2021

Jul 29, 2021
SELL
N/A
-463 Reduced 25.12%
1,380 $214,000
Q1 2021

May 12, 2021
SELL
N/A
-21 Reduced 1.13%
1,843 $271,000
Q4 2020

Feb 02, 2021
BUY
N/A
1,864 New
1,864 $263,000

Others Institutions Holding VIG

# of Institutions
2,233
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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