Core Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Core Wealth Advisors, Inc.

$301 Million
Q4 2024

A detailed history of Core Wealth Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 4,318 shares of VIG stock, worth $786,523. This represents 0.26% of its overall portfolio holdings.

Number of Shares

4,318

Previous 3,922 10.1%

Holding current value

$786,523

Previous $714,000 10.08%

% of portfolio

0.26%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	N/A	396 Added 10.1%	4,318 $786,000
Q3 2024 Nov 13, 2024	BUY	$182.15 - $182.15 $64,663 - $64,663	355 Added 9.95%	3,922 $714,000
Q2 2024 Aug 15, 2024	BUY	$173.33 - $185.29 $68,465 - $73,189	395 Added 12.45%	3,567 $651,000
Q1 2024 May 15, 2024	BUY	$168.47 - $182.98 $1,010 - $1,097	6 Added 0.19%	3,172 $579,000
Q4 2023 Feb 14, 2024	BUY	$150.16 - $171.16 $33,185 - $37,826	221 Added 7.5%	3,166 $539,000
Q3 2023 Nov 13, 2023	BUY	$155.38 - $166.95 $33,095 - $35,560	213 Added 7.8%	2,945 $457,000
Q2 2023 Aug 14, 2023	BUY	$152.74 - $162.43 $223,916 - $238,122	1,466 Added 115.8%	2,732 $443,000
Q1 2023 Apr 27, 2023	BUY	$147.24 - $158.33 $158,430 - $170,363	1,076 Added 566.32%	1,266 $194,000
Q3 2020 Nov 12, 2020	BUY	N/A	190 New	190 $24,000

Others Institutions Holding VIG

# of Institutions

2,480

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Core Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History