Dakota Wealth Management Vanguard Dividend Appreciation Transaction History

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024

A detailed history of Dakota Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Dakota Wealth Management holds 70,354 shares of VIG stock, worth $12.8 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
70,354
Previous 65,529 7.36%
Holding current value
$12.8 Million
Previous $11.9 Million 7.36%
% of portfolio
0.3%
Previous 0.27%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
N/A
4,825 Added 7.36%
70,354 $12.8 Million
Q3 2024

Oct 23, 2024
SELL
$182.15 - $182.15 $91,803 - $91,803
-504 Reduced 0.76%
65,529 $11.9 Million
Q2 2024

Jul 19, 2024
SELL
$173.33 - $185.29 $651,720 - $696,690
-3,760 Reduced 5.39%
66,033 $12.1 Million
Q1 2024

Apr 24, 2024
BUY
$168.47 - $182.98 $156,003 - $169,439
926 Added 1.34%
69,793 $12.7 Million
Q4 2023

Jan 30, 2024
SELL
$150.16 - $171.16 $499,882 - $569,791
-3,329 Reduced 4.61%
68,867 $11.7 Million
Q3 2023

Oct 23, 2023
BUY
$155.38 - $166.95 $10.5 Million - $11.3 Million
67,520 Added 1443.97%
72,196 $11.2 Million
Q2 2023

Jul 31, 2023
SELL
$152.74 - $162.43 $36,199 - $38,495
-237 Reduced 4.82%
4,676 $759,000
Q1 2023

Apr 14, 2023
SELL
$147.24 - $158.33 $40,785 - $43,857
-277 Reduced 5.34%
4,913 $756,000
Q4 2022

Feb 07, 2023
SELL
$144.84 - $158.71 $5,793 - $6,348
-40 Reduced 0.76%
5,190 $788,000
Q3 2022

Nov 10, 2022
BUY
N/A
800 Added 18.06%
5,230 $707,000
Q2 2022

Aug 05, 2022
BUY
N/A
4,430 New
4,430 $636,000
Q1 2020

Apr 29, 2020
SELL
N/A
-2,305 Closed
0 $0
Q4 2019

Feb 06, 2020
BUY
N/A
38 Added 1.68%
2,305 $287,000
Q3 2019

Nov 14, 2019
BUY
N/A
2,267 New
2,267 $271,000

Others Institutions Holding VIG

# of Institutions
2,481
Shares Held
253M
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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