Founders Financial Alliance, LLC Vanguard Dividend Appreciation Transaction History

Founders Financial Alliance, LLC

$352 Million
Q3 2024

A detailed history of Founders Financial Alliance, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 7,941 shares of VIG stock, worth $1.45 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

7,941

Previous 7,840 1.29%

Holding current value

$1.45 Million

Previous $1.43 Million 1.05%

% of portfolio

0.41%

Previous 0.43%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$182.15 - $182.15 $18,397 - $18,397	101 Added 1.29%	7,941 $1.45 Million
Q2 2024 Aug 23, 2024	BUY	$173.33 - $185.29 $25,652 - $27,422	148 Added 1.92%	7,840 $1.43 Million
Q1 2024 May 14, 2024	BUY	$168.47 - $182.98 $64,524 - $70,081	383 Added 5.24%	7,692 $1.4 Million
Q4 2023 Feb 09, 2024	BUY	$150.16 - $171.16 $61,115 - $69,662	407 Added 5.9%	7,309 $1.25 Million
Q3 2023 Nov 13, 2023	BUY	$155.38 - $166.95 $58,422 - $62,773	376 Added 5.76%	6,902 $1.07 Million
Q2 2023 Aug 11, 2023	BUY	$152.74 - $162.43 $109,667 - $116,624	718 Added 12.36%	6,526 $1.06 Million
Q1 2023 May 15, 2023	BUY	$147.24 - $158.33 $17,227 - $18,524	117 Added 2.06%	5,808 $894,000
Q4 2022 Feb 15, 2023	BUY	$144.84 - $158.71 $23,464 - $25,711	162 Added 2.93%	5,691 $864,000
Q3 2022 Nov 14, 2022	BUY	N/A	5,233 Added 1767.91%	5,529 $747,000
Q2 2022 Aug 15, 2022	SELL	N/A	-5,274 Reduced 94.69%	296 $43,000
Q1 2022 May 12, 2022	BUY	N/A	13 Added 0.23%	5,570 $903,000
Q4 2021 Feb 14, 2022	BUY	N/A	14 Added 0.25%	5,557 $954,000
Q3 2021 Nov 15, 2021	SELL	N/A	-628 Reduced 10.18%	5,543 $851,000
Q2 2021 Aug 02, 2021	BUY	N/A	352 Added 6.05%	6,171 $954,000
Q1 2021 May 14, 2021	BUY	N/A	826 Added 16.54%	5,819 $860,000
Q4 2020 Feb 04, 2021	BUY	N/A	1,075 Added 27.44%	4,993 $705,000
Q3 2020 Nov 13, 2020	BUY	N/A	3,918 New	3,918 $505,000

Others Institutions Holding VIG

# of Institutions

2,250

Shares Held

204M

Call Options Held

463K

Put Options Held

229K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Account

Founders Financial Alliance, LLC Vanguard Dividend Appreciation Transaction History