Capital Advisors Inc Vanguard Dividend Appreciation Transaction History

Capital Advisors Inc

  • $4.86 Billion
  • Q3 2024

A detailed history of Capital Advisors Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Capital Advisors Inc holds 8,556 shares of VIG stock, worth $1.56 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,556
Previous 8,816 2.95%
Holding current value
$1.56 Million
Previous $1.61 Million 3.17%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 28, 2024
SELL
$182.15 - $182.15 $47,359 - $47,359
-260 Reduced 2.95%
8,556 $1.56 Million
Q2 2024

Jul 31, 2024
BUY
$173.33 - $185.29 $67,252 - $71,892
388 Added 4.6%
8,816 $1.61 Million
Q1 2024

Apr 29, 2024
BUY
$168.47 - $182.98 $17,857 - $19,395
106 Added 1.27%
8,428 $1.54 Million
Q4 2023

Jan 29, 2024
SELL
$150.16 - $171.16 $4,054 - $4,621
-27 Reduced 0.32%
8,322 $1.42 Million
Q3 2023

Oct 24, 2023
SELL
$155.38 - $166.95 $12,741 - $13,689
-82 Reduced 0.97%
8,349 $1.3 Million
Q2 2023

Jul 18, 2023
BUY
$152.74 - $162.43 $6,415 - $6,822
42 Added 0.5%
8,431 $1.37 Million
Q1 2023

Apr 19, 2023
BUY
$147.24 - $158.33 $439,658 - $472,773
2,986 Added 55.27%
8,389 $1.29 Million
Q3 2022

Oct 17, 2022
SELL
N/A
-89 Reduced 1.62%
5,403 $0
Q2 2022

Jul 15, 2022
BUY
N/A
327 Added 6.33%
5,492 $788,000
Q1 2022

May 05, 2022
BUY
N/A
105 Added 2.08%
5,165 $838,000
Q4 2021

Jan 27, 2022
SELL
N/A
-507 Reduced 9.11%
5,060 $0
Q3 2021

Oct 25, 2021
BUY
N/A
790 Added 16.54%
5,567 $855,000
Q2 2021

Aug 02, 2021
BUY
N/A
163 Added 3.53%
4,777 $739,000
Q1 2021

May 25, 2021
BUY
N/A
2,476 Added 115.81%
4,614 $679,000
Q4 2020

Feb 08, 2021
SELL
N/A
-825 Reduced 27.84%
2,138 $0
Q3 2020

Nov 02, 2020
BUY
N/A
2,963 New
2,963 $0

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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