Clifford Swan Investment Counsel LLC Vanguard Dividend Appreciation Transaction History

Clifford Swan Investment Counsel LLC

  • $2.78 Billion
  • Q3 2024

A detailed history of Clifford Swan Investment Counsel LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 2,098 shares of VIG stock, worth $382,150. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,098
Previous 2,098 -0.0%
Holding current value
$382,150
Previous $382,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 06, 2024
BUY
$173.33 - $185.29 $35,532 - $37,984
205 Added 10.83%
2,098 $382,000
Q4 2023

Feb 06, 2024
SELL
$150.16 - $171.16 $78,083 - $89,003
-520 Reduced 21.55%
1,893 $322,000
Q3 2023

Nov 09, 2023
SELL
$155.38 - $166.95 $5,749 - $6,177
-37 Reduced 1.51%
2,413 $374,000
Q3 2022

Nov 04, 2022
BUY
N/A
37 Added 1.53%
2,450 $331,000
Q3 2021

Nov 02, 2021
SELL
N/A
-400 Reduced 14.22%
2,413 $0
Q2 2021

Aug 05, 2021
BUY
N/A
720 Added 34.4%
2,813 $449,000
Q3 2020

Oct 30, 2020
BUY
N/A
2,093 New
2,093 $269,000
Q2 2020

Aug 06, 2020
SELL
N/A
-1,986 Closed
0 $0
Q1 2020

Apr 09, 2020
BUY
N/A
312 Added 18.64%
1,986 $205,000
Q3 2019

Nov 12, 2019
BUY
N/A
1,674 New
1,674 $200,000
Q4 2018

Feb 13, 2019
SELL
N/A
-1,858 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
1,858 New
1,858 $206,000
Q1 2018

May 09, 2018
SELL
N/A
-2,081 Closed
0 $0
Q4 2017

Feb 09, 2018
BUY
N/A
2,081
2,081 $212,000

Others Institutions Holding VIG

# of Institutions
2,332
Shares Held
211M
Call Options Held
551K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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