Disciplined Investments, LLC Vanguard Dividend Appreciation Transaction History

Disciplined Investments, LLC

  • $195 Million
  • Q3 2024

A detailed history of Disciplined Investments, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Disciplined Investments, LLC holds 1,837 shares of VIG stock, worth $334,609. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,837
Previous 1,888 2.7%
Holding current value
$334,609
Previous $344,000 2.91%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Nov 04, 2024
SELL
$182.15 - $182.15 $9,289 - $9,289
-51 Reduced 2.7%
1,837 $334,000
Q2 2024

Aug 09, 2024
SELL
$173.33 - $185.29 $82,331 - $88,012
-475 Reduced 20.1%
1,888 $344,000
Q1 2024

Apr 15, 2024
SELL
$168.47 - $182.98 $2,863 - $3,110
-17 Reduced 0.71%
2,363 $431,000
Q4 2023

Jan 12, 2024
SELL
$150.16 - $171.16 $4,654 - $5,305
-31 Reduced 1.29%
2,380 $405,000
Q3 2023

Nov 14, 2023
SELL
$155.38 - $166.95 $3,729 - $4,006
-24 Reduced 0.99%
2,411 $374,000
Q2 2023

Jul 10, 2023
SELL
$152.74 - $162.43 $34,977 - $37,196
-229 Reduced 8.6%
2,435 $395,000
Q1 2023

May 10, 2023
BUY
$147.24 - $158.33 $147 - $158
1 Added 0.04%
2,664 $410,000
Q4 2022

Feb 01, 2023
SELL
$144.84 - $158.71 $5,069 - $5,554
-35 Reduced 1.3%
2,663 $404,000
Q3 2022

Nov 03, 2022
SELL
N/A
-174 Reduced 6.06%
2,698 $365,000
Q2 2022

Aug 09, 2022
SELL
N/A
-61 Reduced 2.08%
2,872 $412,000
Q1 2022

Apr 22, 2022
SELL
N/A
-530 Reduced 15.3%
2,933 $476,000
Q4 2021

Jan 20, 2022
SELL
N/A
-90 Reduced 2.53%
3,463 $595,000
Q3 2021

Nov 09, 2021
SELL
N/A
-63 Reduced 1.74%
3,553 $546,000
Q2 2021

Aug 02, 2021
BUY
N/A
1 Added 0.03%
3,616 $560,000
Q1 2021

May 12, 2021
SELL
N/A
-118 Reduced 3.16%
3,615 $532,000
Q4 2020

Feb 12, 2021
SELL
N/A
-262 Reduced 6.56%
3,733 $527,000
Q3 2020

Nov 05, 2020
SELL
N/A
-28 Reduced 0.7%
3,995 $514,000
Q2 2020

Aug 13, 2020
BUY
N/A
97 Added 2.47%
4,023 $471,000
Q1 2020

May 19, 2020
BUY
N/A
279 Added 7.65%
3,926 $406,000
Q4 2019

May 19, 2020
BUY
N/A
3,647 New
3,647 $455,000

Others Institutions Holding VIG

# of Institutions
2,267
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
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More about VIG
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