Goepper Burkhardt LLC Vanguard Dividend Appreciation Transaction History

Goepper Burkhardt LLC

  • $240 Million
  • Q3 2024

A detailed history of Goepper Burkhardt LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Goepper Burkhardt LLC holds 108,641 shares of VIG stock, worth $19.8 Million. This represents 8.25% of its overall portfolio holdings.

Number of Shares
108,641
Previous 110,082 1.31%
Holding current value
$19.8 Million
Previous $20.1 Million 1.53%
% of portfolio
8.25%
Previous 9.11%

Shares

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

Nov 12, 2024
SELL
$182.15 - $182.15 $262,478 - $262,478
-1,441 Reduced 1.31%
108,641 $19.8 Million
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $724,519 - $774,512
-4,180 Reduced 3.66%
110,082 $20.1 Million
Q1 2024

May 13, 2024
SELL
$168.47 - $182.98 $1.37 Million - $1.49 Million
-8,126 Reduced 6.64%
114,262 $20.9 Million
Q4 2023

Feb 12, 2024
BUY
$150.16 - $171.16 $1.11 Million - $1.27 Million
7,408 Added 6.44%
122,388 $20.9 Million
Q3 2023

Nov 13, 2023
BUY
$155.38 - $166.95 $231,826 - $249,089
1,492 Added 1.31%
114,980 $17.9 Million
Q2 2023

Aug 16, 2023
BUY
$152.74 - $162.43 $541,768 - $576,139
3,547 Added 3.23%
113,488 $18.4 Million
Q1 2023

May 12, 2023
BUY
$147.24 - $158.33 $702,629 - $755,550
4,772 Added 4.54%
109,941 $16.9 Million
Q4 2022

Feb 15, 2023
SELL
$144.84 - $158.71 $403,669 - $442,324
-2,787 Reduced 2.58%
105,169 $16 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-1,438 Reduced 1.31%
107,956 $14.6 Million
Q2 2022

Aug 26, 2022
SELL
N/A
-248 Reduced 0.23%
109,394 $15.7 Million
Q1 2022

Apr 22, 2022
BUY
N/A
2,813 Added 2.63%
109,642 $17.8 Million
Q4 2021

Jan 21, 2022
SELL
N/A
-2,030 Reduced 1.86%
106,829 $18.3 Million
Q3 2021

Oct 28, 2021
SELL
N/A
-3,411 Reduced 3.04%
108,859 $16.7 Million
Q2 2021

Jul 28, 2021
SELL
N/A
-4,976 Reduced 4.24%
112,270 $17.4 Million
Q1 2021

May 11, 2021
SELL
N/A
-2,846 Reduced 2.37%
117,246 $17.2 Million
Q4 2020

Feb 08, 2021
BUY
N/A
120,092 New
120,092 $17 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
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More about VIG
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