Cape Investment Advisory, Inc. Vanguard Dividend Appreciation Transaction History

Cape Investment Advisory, Inc.

  • $223 Billion
  • Q2 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 1,720 shares of VIG stock, worth $313,298. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,720
Previous 1,702 1.06%
Holding current value
$313,298
Previous $311 Million 1.02%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Aug 14, 2024
BUY
$173.33 - $185.29 $3,119 - $3,335
18 Added 1.06%
1,720 $314 Million
Q1 2024

Jun 21, 2024
BUY
$168.47 - $182.98 $1,179 - $1,280
7 Added 0.41%
1,702 $311 Million
Q4 2023

Feb 12, 2024
BUY
$150.16 - $171.16 $16,217 - $18,485
108 Added 6.81%
1,695 $289 Million
Q3 2023

Nov 06, 2023
BUY
$155.38 - $166.95 $11,498 - $12,354
74 Added 4.89%
1,587 $247 Million
Q2 2023

Oct 12, 2023
SELL
$152.74 - $162.43 $15,579 - $16,567
-102 Reduced 6.32%
1,513 $246 Million
Q1 2023

Oct 12, 2023
BUY
$147.24 - $158.33 $237,792 - $255,702
1,615 New
1,615 $249 Million

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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