Excalibur Management Corp Vanguard Dividend Appreciation Transaction History

Excalibur Management Corp

  • $261 Million
  • Q3 2024

A detailed history of Excalibur Management Corp transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Excalibur Management Corp holds 1,941 shares of VIG stock, worth $353,553. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,941
Previous 1,612 20.41%
Holding current value
$353,553
Previous $294,000 20.07%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Nov 14, 2024
BUY
$182.15 - $182.15 $59,927 - $59,927
329 Added 20.41%
1,941 $353,000
Q2 2024

Aug 09, 2024
BUY
$173.33 - $185.29 $279,407 - $298,687
1,612 New
1,612 $294,000

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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