Gerber Kawasaki Wealth & Investment Management Vanguard Dividend Appreciation Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $2.16 Billion
  • Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 7,414 shares of VIG stock, worth $1.35 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,414
Previous 7,452 0.51%
Holding current value
$1.35 Million
Previous $1.36 Million 0.74%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 13, 2024
SELL
$182.15 - $182.15 $6,921 - $6,921
-38 Reduced 0.51%
7,414 $1.35 Million
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $59,278 - $63,369
-342 Reduced 4.39%
7,452 $1.36 Million
Q1 2024

May 13, 2024
BUY
$168.47 - $182.98 $37,905 - $41,170
225 Added 2.97%
7,794 $1.42 Million
Q4 2023

Feb 12, 2024
SELL
$150.16 - $171.16 $141,000 - $160,719
-939 Reduced 11.04%
7,569 $1.29 Million
Q3 2023

Nov 14, 2023
SELL
$155.38 - $166.95 $111,407 - $119,703
-717 Reduced 7.77%
8,508 $1.32 Million
Q2 2023

Aug 10, 2023
BUY
$152.74 - $162.43 $208,642 - $221,879
1,366 Added 17.38%
9,225 $1.5 Million
Q1 2023

May 15, 2023
SELL
$147.24 - $158.33 $42,405 - $45,599
-288 Reduced 3.54%
7,859 $1.21 Million
Q4 2022

Feb 08, 2023
BUY
$144.84 - $158.71 $9,414 - $10,316
65 Added 0.8%
8,147 $1.24 Million
Q3 2022

Nov 14, 2022
BUY
N/A
971 Added 13.65%
8,082 $1.09 Million
Q2 2022

Aug 04, 2022
BUY
N/A
526 Added 7.99%
7,111 $1.02 Million
Q1 2022

May 12, 2022
BUY
N/A
707 Added 12.03%
6,585 $1.07 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-387 Reduced 6.18%
5,878 $1.01 Million
Q3 2021

Nov 15, 2021
BUY
N/A
88 Added 1.42%
6,265 $962,000
Q2 2021

Aug 11, 2021
BUY
N/A
516 Added 9.11%
6,177 $956,000
Q1 2021

May 07, 2021
BUY
N/A
731 Added 14.83%
5,661 $832,000
Q4 2020

Feb 09, 2021
BUY
N/A
4,930 New
4,930 $696,000
Q3 2020

Nov 02, 2020
SELL
N/A
-4,609 Closed
0 $0
Q2 2020

Aug 10, 2020
SELL
N/A
-1,539 Reduced 25.03%
4,609 $540,000
Q1 2020

May 05, 2020
BUY
N/A
993 Added 19.26%
6,148 $635,000
Q4 2019

Feb 06, 2020
BUY
N/A
104 Added 2.06%
5,155 $642,000
Q3 2019

Nov 07, 2019
BUY
N/A
1,675 Added 49.61%
5,051 $604,000
Q2 2019

Aug 09, 2019
BUY
N/A
879 Added 35.2%
3,376 $388,000
Q1 2019

May 07, 2019
SELL
N/A
-42 Reduced 1.65%
2,497 $273,000
Q4 2018

Feb 08, 2019
BUY
N/A
33 Added 1.32%
2,539 $248,000
Q3 2018

Nov 06, 2018
BUY
N/A
2,506 New
2,506 $278,000

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
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More about VIG
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