Brandywine Oak Private Wealth LLC Vanguard Dividend Appreciation Transaction History

Brandywine Oak Private Wealth LLC

  • $1.03 Billion
  • Q3 2024

A detailed history of Brandywine Oak Private Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 2,828 shares of VIG stock, worth $515,120. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,828
Previous 2,982 5.16%
Holding current value
$515,120
Previous $544,000 5.33%
% of portfolio
0.05%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$182.15 - $182.15 $28,051 - $28,051
-154 Reduced 5.16%
2,828 $515,000
Q4 2023

Feb 05, 2024
SELL
$150.16 - $171.16 $89,945 - $102,524
-599 Reduced 16.73%
2,982 $508,000
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $155 - $166
1 Added 0.03%
3,581 $556,000
Q1 2023

May 10, 2023
SELL
$147.24 - $158.33 $148,417 - $159,596
-1,008 Reduced 21.97%
3,580 $551,000
Q4 2022

Feb 06, 2023
SELL
$144.84 - $158.71 $421,629 - $462,004
-2,911 Reduced 38.82%
4,588 $696,000
Q3 2022

Nov 10, 2022
SELL
N/A
-1,124 Reduced 13.03%
7,499 $1.01 Million
Q2 2022

Jul 22, 2022
SELL
N/A
-1,393 Reduced 13.91%
8,623 $1.24 Million
Q1 2022

May 02, 2022
BUY
N/A
612 Added 6.51%
10,016 $1.62 Million
Q4 2021

Feb 07, 2022
BUY
N/A
187 Added 2.03%
9,404 $1.46 Million
Q3 2021

Oct 18, 2021
BUY
N/A
166 Added 1.83%
9,217 $1.42 Million
Q2 2021

Aug 09, 2021
BUY
N/A
4,512 Added 99.41%
9,051 $1.4 Million
Q1 2021

May 06, 2021
BUY
N/A
2,378 Added 110.04%
4,539 $667,000
Q4 2020

Feb 08, 2021
BUY
N/A
517 Added 31.45%
2,161 $305,000
Q3 2020

Oct 16, 2020
BUY
N/A
1,644 New
1,644 $211,000
Q1 2020

May 06, 2020
SELL
N/A
-1,660 Closed
0 $0
Q4 2019

Jan 28, 2020
BUY
N/A
1,660 New
1,660 $207,000
Q1 2019

May 09, 2019
SELL
N/A
-632 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
632 New
632 $61,000

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

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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