Ethos Financial Group, LLC Vanguard Dividend Appreciation Transaction History

Ethos Financial Group, LLC

$528 Million
Q3 2024

A detailed history of Ethos Financial Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ethos Financial Group, LLC holds 9,571 shares of VIG stock, worth $1.74 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

9,571

Previous 8,380 14.21%

Holding current value

$1.74 Million

Previous $1.54 Million 13.4%

% of portfolio

0.33%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$182.15 - $182.15 $216,940 - $216,940	1,191 Added 14.21%	9,571 $1.74 Million
Q2 2024 Aug 12, 2024	SELL	$173.33 - $185.29 $69,851 - $74,671	-403 Reduced 4.59%	8,380 $1.54 Million
Q1 2024 May 08, 2024	BUY	$168.47 - $182.98 $19,879 - $21,591	118 Added 1.36%	8,783 $1.6 Million
Q4 2023 Feb 07, 2024	BUY	$150.16 - $171.16 $82,287 - $93,795	548 Added 6.75%	8,665 $1.48 Million
Q3 2023 Nov 13, 2023	BUY	$155.38 - $166.95 $75,825 - $81,471	488 Added 6.4%	8,117 $1.26 Million
Q1 2023 Apr 20, 2023	BUY	$147.24 - $158.33 $45,202 - $48,607	307 Added 4.19%	7,629 $1.17 Million
Q4 2022 Feb 09, 2023	BUY	$144.84 - $158.71 $1.06 Million - $1.16 Million	7,322 New	7,322 $1.17 Billion

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

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Ethos Financial Group, LLC Vanguard Dividend Appreciation Transaction History