Fortis Advisors, LLC Vanguard Dividend Appreciation Transaction History

Fortis Advisors, LLC

  • $127 Million
  • Q2 2024

A detailed history of Fortis Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Fortis Advisors, LLC holds 20,995 shares of VIG stock, worth $3.82 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
20,995
Previous 21,137 0.67%
Holding current value
$3.82 Million
Previous $3.86 Million 0.7%
% of portfolio
3.01%
Previous 2.91%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$173.33 - $185.29 $24,612 - $26,311
-142 Reduced 0.67%
20,995 $3.83 Million
Q1 2024

May 13, 2024
BUY
$168.47 - $182.98 $12,635 - $13,723
75 Added 0.36%
21,137 $3.86 Million
Q4 2023

Feb 13, 2024
BUY
$150.16 - $171.16 $26,278 - $29,953
175 Added 0.84%
21,062 $3.59 Million
Q3 2023

Nov 13, 2023
SELL
$155.38 - $166.95 $2.75 Million - $2.96 Million
-17,712 Reduced 45.89%
20,887 $3.25 Million
Q2 2023

Aug 14, 2023
BUY
$152.74 - $162.43 $149,074 - $158,531
976 Added 2.59%
38,599 $6.27 Million
Q1 2023

May 09, 2023
BUY
$147.24 - $158.33 $76,859 - $82,648
522 Added 1.41%
37,623 $5.79 Million
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $27,229 - $29,837
188 Added 0.51%
37,101 $5.63 Million
Q3 2022

Nov 10, 2022
BUY
N/A
7,702 Added 26.37%
36,913 $4.99 Million
Q2 2022

Aug 15, 2022
BUY
N/A
29,211 New
29,211 $4.19 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-192 Closed
0 $0
Q1 2021

May 13, 2021
BUY
N/A
192 New
192 $28,000
Q3 2020

Nov 13, 2020
SELL
N/A
-177 Closed
0 $0
Q2 2020

Aug 13, 2020
SELL
N/A
-513 Reduced 74.35%
177 $21,000
Q1 2020

May 14, 2020
BUY
N/A
177 Added 34.5%
690 $71,000
Q4 2019

Feb 14, 2020
BUY
N/A
2 Added 0.39%
513 $64,000
Q3 2019

Nov 14, 2019
BUY
N/A
3 Added 0.59%
511 $61,000
Q2 2019

Aug 12, 2019
BUY
N/A
4 Added 0.79%
508 $59,000
Q4 2018

Feb 13, 2019
BUY
N/A
5 Added 1.0%
504 $49,000
Q3 2018

Nov 14, 2018
BUY
N/A
3 Added 0.6%
499 $55,000
Q1 2018

May 11, 2018
SELL
N/A
-1,425 Reduced 74.18%
496 $50,000
Q4 2017

Feb 14, 2018
BUY
N/A
1,425 Added 287.3%
1,921 $196,000
Q3 2017

Nov 14, 2017
BUY
N/A
496
496 $47,000

Others Institutions Holding VIG

# of Institutions
2,233
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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