A detailed history of Financial Advocates Investment Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Financial Advocates Investment Management holds 42,428 shares of VIG stock, worth $7.73 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
42,428
Previous 37,232 13.96%
Holding current value
$7.73 Million
Previous $6.8 Million 13.71%
% of portfolio
0.43%
Previous 0.43%

Shares

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

Oct 25, 2024

BUY
$182.15 - $182.15 $946,451 - $946,451
5,196 Added 13.96%
42,428 $7.73 Million
Q2 2024

Jul 26, 2024

SELL
$173.33 - $185.29 $56,505 - $60,404
-326 Reduced 0.87%
37,232 $6.8 Million
Q1 2024

May 01, 2024

BUY
$168.47 - $182.98 $67,051 - $72,826
398 Added 1.07%
37,558 $6.86 Million
Q4 2023

Feb 08, 2024

SELL
$150.16 - $171.16 $175,086 - $199,572
-1,166 Reduced 3.04%
37,160 $6.33 Million
Q3 2023

Oct 27, 2023

BUY
$155.38 - $166.95 $301,592 - $324,049
1,941 Added 5.33%
38,326 $5.96 Million
Q2 2023

Aug 07, 2023

BUY
$152.74 - $162.43 $256,908 - $273,207
1,682 Added 4.85%
36,385 $5.91 Million
Q1 2023

May 11, 2023

SELL
$147.24 - $158.33 $132,516 - $142,497
-900 Reduced 2.53%
34,703 $5.34 Million
Q4 2022

Feb 14, 2023

BUY
$144.84 - $158.71 $206,686 - $226,479
1,427 Added 4.18%
35,603 $5.41 Million
Q3 2022

Nov 14, 2022

BUY
N/A
224 Added 0.66%
34,176 $4.62 Million
Q2 2022

Aug 12, 2022

SELL
N/A
-12,494 Reduced 26.9%
33,952 $4.87 Million
Q1 2022

May 11, 2022

SELL
N/A
-2,270 Reduced 4.66%
46,446 $7.53 Million
Q4 2021

Feb 14, 2022

BUY
N/A
708 Added 1.47%
48,716 $8.37 Million
Q3 2021

Nov 04, 2021

BUY
N/A
27,512 Added 134.23%
48,008 $7.37 Million
Q2 2021

Aug 03, 2021

SELL
N/A
-20,599 Reduced 50.13%
20,496 $3.19 Million
Q1 2021

May 10, 2021

BUY
N/A
329 Added 0.81%
41,095 $6.04 Million
Q4 2020

Feb 12, 2021

BUY
N/A
1,116 Added 2.81%
40,766 $5.76 Million
Q3 2020

Nov 04, 2020

BUY
N/A
15,284 Added 62.73%
39,650 $5.1 Million
Q2 2020

Aug 14, 2020

BUY
N/A
2,066 Added 9.26%
24,366 $2.86 Million
Q1 2020

Apr 29, 2020

SELL
N/A
-4,223 Reduced 15.92%
22,300 $2.31 Million
Q4 2019

Feb 13, 2020

BUY
N/A
4,838 Added 22.31%
26,523 $3.31 Million
Q3 2019

Nov 13, 2019

BUY
N/A
2,411 Added 12.51%
21,685 $2.59 Million
Q2 2019

Aug 08, 2019

BUY
N/A
546 Added 2.92%
19,274 $2.22 Million
Q1 2019

May 16, 2019

SELL
N/A
-16,220 Reduced 46.41%
18,728 $2.05 Million
Q4 2018

May 09, 2019

BUY
N/A
12,766 Added 57.55%
34,948 $3.42 Million
Q4 2018

Mar 04, 2019

SELL
N/A
-12,766 Reduced 36.53%
22,182 $2.17 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-6,386 Reduced 15.45%
34,948 $0
Q3 2018

Nov 14, 2018

SELL
N/A
-975 Reduced 2.3%
41,334 $0
Q2 2018

Aug 09, 2018

BUY
N/A
1,783 Added 4.4%
42,309 $4.3 Million
Q1 2018

May 11, 2018

SELL
N/A
-1,234 Reduced 2.95%
40,526 $4.1 Million
Q4 2017

Feb 15, 2018

BUY
N/A
41,760
41,760 $4.26 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
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