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 2,032 shares of VIG stock, worth $370,128. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,032
Previous 1,720 18.14%
Holding current value
$370,128
Previous $314 Million 28.21%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Nov 14, 2024

BUY
$182.15 - $182.15 $56,830 - $56,830
312 Added 18.14%
2,032 $403 Million
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

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.