Excalibur Management Corp Vanguard Dividend Appreciation Transaction History

Excalibur Management Corp

  • $253 Million
  • Q1 2025

A detailed history of Excalibur Management Corp transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Excalibur Management Corp holds 2,856 shares of VIG stock, worth $520,220. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,856
Previous 2,185 30.71%
Holding current value
$520,220
Previous $397,000 30.98%
% of portfolio
0.21%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
N/A
671 Added 30.71%
2,856 $520,000
Q4 2024

Feb 11, 2025
BUY
N/A
244 Added 12.57%
2,185 $397,000
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
2,541
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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