Castleview Partners, LLC Vanguard Dividend Appreciation Transaction History

Castleview Partners, LLC

  • $144 Million
  • Q3 2024

A detailed history of Castleview Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Castleview Partners, LLC holds 344 shares of VIG stock, worth $62,659. This represents 0.04% of its overall portfolio holdings.

Number of Shares
344
Previous 342 0.58%
Holding current value
$62,659
Previous $62,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 21, 2024
BUY
$182.15 - $182.15 $364 - $364
2 Added 0.58%
344 $62,000
Q2 2024

Jul 31, 2024
BUY
$173.33 - $185.29 $59,278 - $63,369
342 New
342 $62,000
Q3 2022

Nov 10, 2022
BUY
N/A
172 Added 286.67%
232 $31,000
Q2 2022

Aug 17, 2022
SELL
N/A
-33,225 Reduced 99.82%
60 $0
Q2 2022

Aug 16, 2022
BUY
N/A
33,053 Added 14246.98%
33,285 $0
Q1 2022

May 16, 2022
SELL
N/A
-39,614 Reduced 99.42%
232 $37,000
Q4 2021

Feb 17, 2022
BUY
N/A
39,614 Added 17075.0%
39,846 $0
Q2 2021

Aug 17, 2021
BUY
N/A
232 New
232 $36,000

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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