Cerro Pacific Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History

Cerro Pacific Wealth Advisors LLC

  • $294 Million
  • Q1 2025

A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 53,231 shares of VIG stock, worth $9.7 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares
53,231
Previous 51,933 2.5%
Holding current value
$9.7 Million
Previous $9.46 Million 2.51%
% of portfolio
3.3%
Previous 3.18%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
N/A
1,298 Added 2.5%
53,231 $9.7 Million
Q4 2024

Jan 17, 2025
SELL
N/A
-2,050 Reduced 3.8%
51,933 $9.46 Million
Q3 2024

Oct 09, 2024
BUY
$182.15 - $182.15 $111,293 - $111,293
611 Added 1.14%
53,983 $9.83 Million
Q2 2024

Aug 09, 2024
SELL
$173.33 - $185.29 $212,329 - $226,980
-1,225 Reduced 2.24%
53,372 $9.74 Million
Q1 2023

May 10, 2023
BUY
$147.24 - $158.33 $563,781 - $606,245
3,829 Added 7.54%
54,597 $8.41 Million
Q4 2022

Jan 18, 2023
BUY
$144.84 - $158.71 $259,842 - $284,725
1,794 Added 3.66%
50,768 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-1,031 Reduced 2.06%
48,974 $6.62 Million
Q2 2022

Jul 18, 2022
BUY
N/A
2,167 Added 4.53%
50,005 $7.17 Million
Q1 2022

Apr 13, 2022
BUY
N/A
3,776 Added 8.57%
47,838 $7.76 Million
Q4 2021

Jan 19, 2022
BUY
N/A
1,942 Added 4.61%
44,062 $7.57 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-542 Reduced 1.27%
42,120 $6.47 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-4,856 Reduced 10.22%
42,662 $6.6 Million
Q4 2020

Feb 12, 2021
BUY
N/A
47,518 New
47,518 $6.71 Million

Others Institutions Holding VIG

# of Institutions
2,510
Shares Held
222M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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