Choate Investment Advisors Vanguard Dividend Appreciation Transaction History

Choate Investment Advisors

  • $3.79 Billion
  • Q2 2024

A detailed history of Choate Investment Advisors transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Choate Investment Advisors holds 52,559 shares of VIG stock, worth $9.57 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
52,559
Previous 51,417 2.22%
Holding current value
$9.57 Million
Previous $9.39 Million 2.18%
% of portfolio
0.25%
Previous 0.25%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$173.33 - $185.29 $197,942 - $211,601
1,142 Added 2.22%
52,559 $9.59 Million
Q1 2024

May 07, 2024
BUY
$168.47 - $182.98 $2.07 Million - $2.25 Million
12,309 Added 31.47%
51,417 $9.39 Million
Q4 2023

Feb 14, 2024
BUY
$150.16 - $171.16 $73,878 - $84,210
492 Added 1.27%
39,108 $6.66 Million
Q3 2023

Oct 30, 2023
BUY
$155.38 - $166.95 $305,321 - $328,056
1,965 Added 5.36%
38,616 $6 Million
Q2 2023

Aug 01, 2023
BUY
$152.74 - $162.43 $295,551 - $314,302
1,935 Added 5.57%
36,651 $5.95 Million
Q1 2023

May 15, 2023
BUY
$147.24 - $158.33 $142,086 - $152,788
965 Added 2.86%
34,716 $5.35 Million
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $716,088 - $784,662
4,944 Added 17.16%
33,751 $5.13 Million
Q3 2022

Nov 14, 2022
BUY
N/A
5,374 Added 22.93%
28,807 $3.89 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-500 Reduced 2.09%
23,433 $3.36 Million
Q1 2022

Apr 29, 2022
BUY
N/A
5 Added 0.02%
23,933 $3.88 Million
Q4 2021

Feb 07, 2022
SELL
N/A
-1,363 Reduced 5.39%
23,928 $4.11 Million
Q3 2021

Nov 04, 2021
BUY
N/A
1,515 Added 6.37%
25,291 $3.89 Million
Q2 2021

Jul 30, 2021
SELL
N/A
-90 Reduced 0.38%
23,776 $3.68 Million
Q1 2021

May 07, 2021
BUY
N/A
3,801 Added 18.94%
23,866 $3.51 Million
Q4 2020

Feb 08, 2021
SELL
N/A
-3,022 Reduced 13.09%
20,065 $2.83 Million
Q3 2020

Oct 26, 2020
BUY
N/A
2,068 Added 9.84%
23,087 $2.97 Million
Q2 2020

Jul 23, 2020
SELL
N/A
-4,749 Reduced 18.43%
21,019 $2.46 Million
Q1 2020

May 07, 2020
BUY
N/A
8,464 Added 48.91%
25,768 $2.66 Million
Q3 2019

Nov 13, 2019
SELL
N/A
-265 Reduced 1.51%
17,304 $2.07 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-1,534 Reduced 8.03%
17,569 $2.02 Million
Q1 2019

Apr 29, 2019
SELL
N/A
-3,288 Reduced 14.68%
19,103 $2.09 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-1,280 Reduced 5.41%
22,391 $2.19 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-5,042 Reduced 17.56%
23,671 $2.62 Million
Q2 2018

Jul 30, 2018
SELL
N/A
-7,267 Reduced 20.2%
28,713 $2.92 Million
Q1 2018

May 04, 2018
SELL
N/A
-3,062 Reduced 7.84%
35,980 $0
Q4 2017

Feb 14, 2018
SELL
N/A
-4,348 Reduced 10.02%
39,042 $0
Q3 2017

Nov 14, 2017
BUY
N/A
43,390
43,390 $0

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
Track This Portfolio

Track Choate Investment Advisors Portfolio

Follow Choate Investment Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Choate Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Choate Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email