Evernest Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

Evernest Financial Advisors, LLC

  • $211 Billion
  • Q1 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 5,625 shares of VIG stock, worth $1.03 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
5,625
Previous 5,609 0.29%
Holding current value
$1.03 Million
Previous $986 Million 0.61%
% of portfolio
0.46%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$168.47 - $182.98 $2,695 - $2,927
16 Added 0.29%
5,625 $980 Million
Q4 2023

May 10, 2024
BUY
$150.16 - $171.16 $268,936 - $306,547
1,791 Added 31.84%
7,416 $1.26 Billion
Q4 2021

Feb 13, 2024
BUY
N/A
5,609 New
5,609 $986 Million

Others Institutions Holding VIG

# of Institutions
2,135
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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