Foundations Investment Advisors, LLC Vanguard Dividend Appreciation Transaction History

Foundations Investment Advisors, LLC

  • $3.58 Billion
  • Q1 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 8,975 shares of VIG stock, worth $1.64 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,975
Previous 9,135 1.75%
Holding current value
$1.64 Million
Previous $1.56 Million 5.27%
% of portfolio
0.05%
Previous 0.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$168.47 - $182.98 $26,955 - $29,276
-160 Reduced 1.75%
8,975 $1.64 Million
Q4 2023

Feb 08, 2024
SELL
$150.16 - $171.16 $503,336 - $573,728
-3,352 Reduced 26.84%
9,135 $1.56 Million
Q3 2023

Oct 05, 2023
BUY
$155.38 - $166.95 $156,933 - $168,619
1,010 Added 8.8%
12,487 $1.94 Million
Q2 2023

Jul 19, 2023
SELL
$152.74 - $162.43 $845,721 - $899,374
-5,537 Reduced 32.54%
11,477 $1.86 Million
Q1 2023

Apr 25, 2023
SELL
$147.24 - $158.33 $1.32 Million - $1.41 Million
-8,936 Reduced 34.44%
17,014 $2.62 Million
Q4 2022

Jan 11, 2023
SELL
$144.84 - $158.71 $46,928 - $51,422
-324 Reduced 1.23%
25,950 $0
Q3 2022

Oct 19, 2022
BUY
N/A
152 Added 0.58%
26,274 $3.55 Million
Q2 2022

Jul 08, 2022
BUY
N/A
24,774 Added 1837.83%
26,122 $3.78 Million
Q1 2022

Apr 19, 2022
BUY
N/A
1,348 New
1,348 $215,000
Q4 2021

Jan 21, 2022
SELL
N/A
-1,871 Closed
0 $0
Q3 2021

Oct 13, 2021
BUY
N/A
1,871 New
1,871 $291,000
Q4 2020

Jan 13, 2021
SELL
N/A
-3,817 Closed
0 $0
Q3 2020

Oct 07, 2020
BUY
N/A
3,817 New
3,817 $491,000
Q1 2020

Apr 06, 2020
SELL
N/A
-158,531 Closed
0 $0
Q4 2019

Jan 09, 2020
SELL
N/A
-239,641 Reduced 60.19%
158,531 $19.8 Million
Q3 2019

Oct 07, 2019
BUY
N/A
27,284 Added 7.36%
398,172 $46.5 Million
Q2 2019

Jul 08, 2019
BUY
N/A
370,888 New
370,888 $43.5 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-280,604 Closed
0 $0
Q3 2018

Nov 09, 2018
BUY
N/A
28,972 Added 11.51%
280,604 $31.1 Million
Q2 2018

Aug 14, 2018
BUY
N/A
251,632 New
251,632 $25.6 Million

Others Institutions Holding VIG

# of Institutions
2,135
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
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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