Davies Financial Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Davies Financial Advisors, Inc.

  • $115 Billion
  • Q3 2024

A detailed history of Davies Financial Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 2,200 shares of VIG stock, worth $400,730. This represents 0.38% of its overall portfolio holdings.

Number of Shares
2,200
Previous 2,141 2.76%
Holding current value
$400,730
Previous $391 Million 11.48%
% of portfolio
0.38%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$182.15 - $182.15 $10,746 - $10,746
59 Added 2.76%
2,200 $436 Million
Q2 2024

Jul 30, 2024
BUY
$173.33 - $185.29 $72,451 - $77,451
418 Added 24.26%
2,141 $391 Million
Q1 2024

Apr 25, 2024
BUY
$168.47 - $182.98 $290,273 - $315,274
1,723 New
1,723 $315 Million

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
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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