Caerus Investment Advisors, LLC Vanguard Dividend Appreciation Transaction History

Caerus Investment Advisors, LLC

  • $105 Million
  • Q3 2024

A detailed history of Caerus Investment Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Caerus Investment Advisors, LLC holds 1,320 shares of VIG stock, worth $240,438. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,320
Previous 1,320 -0.0%
Holding current value
$240,438
Previous $240,000 -0.0%
% of portfolio
0.23%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 19, 2024
SELL
$150.16 - $171.16 $6,456 - $7,359
-43 Reduced 3.15%
1,320 $224,000
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $197,416 - $216,321
1,363 New
1,363 $206,000
Q2 2022

Jul 18, 2022
SELL
N/A
-1,363 Closed
0 $0
Q1 2022

May 13, 2022
BUY
N/A
1,363 New
1,363 $205,000

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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