Consolidated Capital Management, LLC Vanguard Dividend Appreciation Transaction History

Consolidated Capital Management, LLC

  • $209 Million
  • Q2 2024

A detailed history of Consolidated Capital Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Consolidated Capital Management, LLC holds 86,280 shares of VIG stock, worth $15.7 Million. This represents 7.54% of its overall portfolio holdings.

Number of Shares
86,280
Previous 82,486 4.6%
Holding current value
$15.7 Million
Previous $15.1 Million 4.57%
% of portfolio
7.54%
Previous 7.23%

Shares

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

Jul 16, 2024
BUY
$173.33 - $185.29 $657,614 - $702,990
3,794 Added 4.6%
86,280 $15.8 Million
Q1 2024

May 03, 2024
SELL
$168.47 - $182.98 $181,947 - $197,618
-1,080 Reduced 1.29%
82,486 $15.1 Million
Q4 2023

Feb 07, 2024
BUY
$150.16 - $171.16 $12.5 Million - $14.3 Million
83,566 New
83,566 $14.2 Million

Others Institutions Holding VIG

# of Institutions
2,193
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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