Forvis Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 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 51,134 shares of VIG stock, worth $9.31 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
51,134
Previous 52,708 2.99%
Holding current value
$9.31 Million
Previous $9.62 Million 3.19%
% of portfolio
0.22%
Previous 0.24%

Shares

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

Nov 14, 2024
SELL
$182.15 - $182.15 $286,704 - $286,704
-1,574 Reduced 2.99%
51,134 $9.31 Million
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
2,268
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
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email