A detailed history of Carson Advisory Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Carson Advisory Inc. holds 4,747 shares of VIG stock, worth $864,666. This represents 0.57% of its overall portfolio holdings.

Number of Shares
4,747
Previous 4,080 16.35%
Holding current value
$864,666
Previous $744,000 16.13%
% of portfolio
0.57%
Previous 0.54%

Shares

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

Nov 01, 2024

BUY
$182.15 - $182.15 $121,494 - $121,494
667 Added 16.35%
4,747 $864,000
Q2 2024

Aug 07, 2024

BUY
$173.33 - $185.29 $67,252 - $71,892
388 Added 10.51%
4,080 $744,000
Q1 2024

May 03, 2024

BUY
$168.47 - $182.98 $41,949 - $45,562
249 Added 7.23%
3,692 $674,000
Q4 2023

Feb 06, 2024

SELL
$150.16 - $171.16 $3,153 - $3,594
-21 Reduced 0.61%
3,443 $586,000
Q3 2023

Nov 08, 2023

BUY
$155.38 - $166.95 $4,816 - $5,175
31 Added 0.9%
3,464 $538,000
Q2 2023

Jul 28, 2023

BUY
$152.74 - $162.43 $524,356 - $557,622
3,433 New
3,433 $557,000
Q1 2023

May 05, 2023

BUY
$147.24 - $158.33 $29,300 - $31,507
199 Added 6.16%
3,429 $528,000
Q4 2022

Feb 08, 2023

BUY
$144.84 - $158.71 $75,461 - $82,687
521 Added 19.23%
3,230 $490,000
Q3 2022

Nov 07, 2022

BUY
N/A
119 Added 4.59%
2,709 $366,000
Q2 2022

Aug 03, 2022

SELL
N/A
-525 Reduced 16.85%
2,590 $372,000
Q1 2022

May 03, 2022

BUY
N/A
632 Added 25.45%
3,115 $505,000
Q4 2021

Feb 08, 2022

BUY
N/A
2,483 New
2,483 $426,000

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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