Family Management Corp Vanguard Dividend Appreciation Transaction History

Family Management Corp

  • $523 Million
  • Q1 2024

A detailed history of Family Management Corp transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Family Management Corp holds 92,319 shares of VIG stock, worth $16.8 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares
92,319
Previous 93,227 0.97%
Holding current value
$16.8 Million
Previous $15.9 Million 6.13%
% of portfolio
3.22%
Previous 3.43%

Shares

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

May 15, 2024
SELL
$168.47 - $182.98 $152,970 - $166,145
-908 Reduced 0.97%
92,319 $16.9 Million
Q4 2023

Feb 14, 2024
SELL
$150.16 - $171.16 $1.91 Million - $2.18 Million
-12,743 Reduced 12.03%
93,227 $15.9 Million
Q3 2023

Nov 14, 2023
SELL
$155.38 - $166.95 $1.93 Million - $2.07 Million
-12,417 Reduced 10.49%
105,970 $16.5 Million
Q2 2023

Aug 14, 2023
SELL
$152.74 - $162.43 $203,907 - $216,844
-1,335 Reduced 1.12%
118,387 $19.2 Million
Q1 2023

May 15, 2023
SELL
$147.24 - $158.33 $9.48 Million - $10.2 Million
-64,404 Reduced 34.98%
119,722 $18.4 Million
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $1.67 Million - $1.83 Million
11,509 Added 6.67%
184,126 $28 Million
Q3 2022

Nov 14, 2022
BUY
N/A
69,707 Added 67.74%
172,617 $23.3 Million
Q2 2022

Aug 15, 2022
BUY
N/A
5,617 Added 5.77%
102,910 $14.8 Million
Q1 2022

May 16, 2022
BUY
N/A
13,886 Added 16.65%
97,293 $15.8 Million
Q4 2021

Feb 14, 2022
BUY
N/A
9,018 Added 12.12%
83,407 $14.3 Million
Q3 2021

Nov 15, 2021
BUY
N/A
4,735 Added 6.8%
74,389 $11.4 Million
Q2 2021

Aug 13, 2021
BUY
N/A
11,752 Added 20.3%
69,654 $10.8 Million
Q1 2021

May 14, 2021
BUY
N/A
6,175 Added 11.94%
57,902 $8.52 Million
Q4 2020

Feb 10, 2021
BUY
N/A
2,539 Added 5.16%
51,727 $7.3 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-4,030 Reduced 7.57%
49,188 $6.33 Million
Q2 2020

Aug 13, 2020
BUY
N/A
12,673 Added 31.26%
53,218 $6.24 Million
Q1 2020

May 06, 2020
SELL
N/A
-11,355 Reduced 21.88%
40,545 $4.19 Million
Q4 2019

Feb 11, 2020
SELL
N/A
-66 Reduced 0.13%
51,900 $6.47 Million
Q3 2019

Nov 12, 2019
BUY
N/A
367 Added 0.71%
51,966 $6.21 Million
Q2 2019

Aug 14, 2019
BUY
N/A
11,637 Added 29.12%
51,599 $5.94 Million
Q1 2019

May 14, 2019
BUY
N/A
5,916 Added 17.38%
39,962 $4.38 Million
Q4 2018

Feb 14, 2019
BUY
N/A
34,046 New
34,046 $3.34 Million

Others Institutions Holding VIG

# of Institutions
2,137
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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