Fernwood Investment Management, LLC Vanguard Dividend Appreciation Transaction History

Fernwood Investment Management, LLC

  • $303 Million
  • Q3 2024

A detailed history of Fernwood Investment Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Fernwood Investment Management, LLC holds 1,017 shares of VIG stock, worth $185,246. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,017
Previous 1,117 8.95%
Holding current value
$185,246
Previous $203,000 8.87%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 29, 2024
SELL
$182.15 - $182.15 $18,215 - $18,215
-100 Reduced 8.95%
1,017 $185,000
Q2 2024

Jul 31, 2024
BUY
$173.33 - $185.29 $22,879 - $24,458
132 Added 13.4%
1,117 $203,000
Q1 2024

May 13, 2024
BUY
$168.47 - $182.98 $165,942 - $180,235
985 New
985 $179,000

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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