A detailed history of Financial Perspectives, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Financial Perspectives, Inc holds 46,618 shares of VIG stock, worth $8.49 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares
46,618
Previous 43,818 6.39%
Holding current value
$8.49 Million
Previous $8 Billion 15.43%
% of portfolio
3.2%
Previous 2.95%

Shares

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

Oct 17, 2024

BUY
$182.15 - $182.15 $510,020 - $510,020
2,800 Added 6.39%
46,618 $9.23 Billion
Q2 2024

Aug 09, 2024

SELL
$173.33 - $185.29 $22,532 - $24,087
-130 Reduced 0.3%
43,818 $8 Billion
Q1 2024

Apr 19, 2024

SELL
$168.47 - $182.98 $184,306 - $200,180
-1,094 Reduced 2.43%
43,948 $8.03 Billion
Q4 2023

Feb 01, 2024

BUY
$150.16 - $171.16 $3,153 - $3,594
21 Added 0.05%
45,042 $7.68 Billion
Q3 2023

Jan 09, 2024

BUY
$155.38 - $166.95 $49,100 - $52,756
316 Added 0.71%
45,021 $7 Billion
Q2 2023

Jan 09, 2024

BUY
$152.74 - $162.43 $52,389 - $55,713
343 Added 0.77%
44,705 $7.26 Billion
Q1 2023

Jan 09, 2024

BUY
$147.24 - $158.33 $2,797 - $3,008
19 Added 0.04%
44,362 $6.83 Billion
Q4 2022

Jan 09, 2024

SELL
$144.84 - $158.71 $526,927 - $577,386
-3,638 Reduced 7.58%
44,343 $6.73 Billion
Q3 2022

Jan 09, 2024

BUY
N/A
4,251 Added 9.72%
47,981 $6.49 Billion
Q2 2022

Jan 09, 2024

SELL
N/A
-317 Reduced 0.72%
43,730 $6.27 Billion
Q1 2022

Jan 09, 2024

BUY
N/A
1,277 Added 2.99%
44,047 $7.14 Billion
Q4 2021

Jan 09, 2024

BUY
N/A
827 Added 1.97%
42,770 $7.35 Billion
Q3 2021

Jan 09, 2024

BUY
N/A
1,907 Added 4.76%
41,943 $6.44 Billion
Q2 2021

Jan 09, 2024

SELL
N/A
-5,580,654 Reduced 99.29%
40,036 $6.2 Billion
Q1 2021

Jan 09, 2024

BUY
N/A
5,582,447 Added 14597.3%
5,620,690 $38.2 Million
Q4 2020

Jan 09, 2024

BUY
N/A
3,902 Added 11.36%
38,243 $5.4 Billion
Q3 2020

Jan 09, 2024

BUY
N/A
5,521 Added 19.16%
34,341 $4.42 Billion
Q2 2020

Jan 09, 2024

BUY
N/A
1,435 Added 5.24%
28,820 $3.38 Billion
Q1 2020

Jan 09, 2024

BUY
N/A
6,283 Added 29.77%
27,385 $2.83 Billion
Q4 2019

Jan 09, 2024

BUY
N/A
21,102 New
21,102 $2.63 Billion

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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