Cassady Schiller Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 414 shares of VIG stock, worth $75,410. This represents 0.03% of its overall portfolio holdings.

Number of Shares
414
Previous 399 3.76%
Holding current value
$75,410
Previous $72,000 4.17%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
N/A
15 Added 3.76%
414 $75,000
Q3 2024

Nov 06, 2024
BUY
$182.15 - $182.15 $29,144 - $29,144
160 Added 66.95%
399 $72,000
Q1 2024

May 13, 2024
SELL
$168.47 - $182.98 $8,423 - $9,149
-50 Reduced 17.3%
239 $43,000
Q2 2023

Aug 10, 2023
BUY
$152.74 - $162.43 $30,548 - $32,486
200 Added 224.72%
289 $46,000
Q4 2022

Feb 13, 2023
BUY
$144.84 - $158.71 $12,890 - $14,125
89 New
89 $13,000
Q1 2022

May 12, 2022
SELL
N/A
-89 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
N/A
89 New
89 $15,000

Others Institutions Holding VIG

# of Institutions
2,616
Shares Held
259M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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