Forvis Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Forvis Wealth Advisors, LLC

  • $3.96 Billion
  • Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 52,708 shares of VIG stock, worth $9.6 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
52,708
Previous 54,750 3.73%
Holding current value
$9.6 Million
Previous $10 Million 3.76%
% of portfolio
0.24%
Previous 0.26%

Shares

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

Aug 09, 2024
SELL
$173.33 - $185.29 $353,939 - $378,362
-2,042 Reduced 3.73%
52,708 $9.62 Million
Q1 2024

Apr 19, 2024
SELL
$168.47 - $182.98 $61,323 - $66,604
-364 Reduced 0.66%
54,750 $10 Million
Q4 2023

Jan 11, 2024
SELL
$150.16 - $171.16 $259,776 - $296,106
-1,730 Reduced 3.04%
55,114 $9.39 Million
Q3 2023

Oct 25, 2023
SELL
$155.38 - $166.95 $113,427 - $121,873
-730 Reduced 1.27%
56,844 $8.83 Million
Q2 2023

Aug 08, 2023
SELL
$152.74 - $162.43 $90,116 - $95,833
-590 Reduced 1.01%
57,574 $9.35 Million
Q1 2023

Apr 26, 2023
SELL
$147.24 - $158.33 $103,215 - $110,989
-701 Reduced 1.19%
58,164 $8.96 Million
Q4 2022

Feb 02, 2023
SELL
$144.84 - $158.71 $851,224 - $932,738
-5,877 Reduced 9.08%
58,865 $8.94 Million
Q3 2022

Oct 13, 2022
SELL
N/A
-1,065 Reduced 1.62%
64,742 $8.75 Million
Q2 2022

Jul 22, 2022
BUY
N/A
6,785 Added 11.5%
65,807 $9.44 Million
Q1 2022

May 10, 2022
SELL
N/A
-297 Reduced 0.5%
59,022 $9.57 Million
Q4 2021

Jan 14, 2022
SELL
N/A
-668 Reduced 1.11%
59,319 $10.2 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-3,637 Reduced 5.72%
59,987 $9.21 Million
Q2 2021

Jul 14, 2021
BUY
N/A
1,515 Added 2.44%
63,624 $9.85 Million
Q1 2021

Apr 23, 2021
SELL
N/A
-4,020 Reduced 6.08%
62,109 $9.14 Million
Q4 2020

Jan 22, 2021
SELL
N/A
-1,613 Reduced 2.38%
66,129 $9.34 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-16,856 Reduced 19.92%
67,742 $8.72 Million
Q2 2020

Jul 15, 2020
BUY
N/A
4,040 Added 5.02%
84,598 $9.91 Million
Q1 2020

Apr 10, 2020
BUY
N/A
18,070 Added 28.92%
80,558 $8.33 Million
Q4 2019

Jan 13, 2020
BUY
N/A
6,781 Added 12.17%
62,488 $7.79 Million
Q3 2019

Oct 29, 2019
BUY
N/A
3,687 Added 7.09%
55,707 $6.66 Million
Q2 2019

Jul 10, 2019
BUY
N/A
15,269 Added 41.55%
52,020 $5.99 Million
Q1 2019

Apr 10, 2019
BUY
N/A
3,413 Added 10.24%
36,751 $4.03 Million
Q4 2018

Jan 15, 2019
BUY
N/A
21,628 Added 184.7%
33,338 $3.27 Million
Q3 2018

Oct 09, 2018
BUY
N/A
11,710 New
11,710 $1.3 Million

Others Institutions Holding VIG

# of Institutions
2,192
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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