Cassady Schiller Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 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 399 shares of VIG stock, worth $72,677. This represents 0.03% of its overall portfolio holdings.

Number of Shares
399
Previous 239 66.95%
Holding current value
$72,677
Previous $43,000 67.44%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,250
Shares Held
204M
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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