Gould Asset Management LLC Vanguard Dividend Appreciation Transaction History

Gould Asset Management LLC

  • $464 Million
  • Q3 2024

A detailed history of Gould Asset Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Gould Asset Management LLC holds 1,275 shares of VIG stock, worth $232,241. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,275
Previous 1,510 15.56%
Holding current value
$232,241
Previous $275,000 15.64%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 12, 2024
SELL
$182.15 - $182.15 $42,805 - $42,805
-235 Reduced 15.56%
1,275 $232,000
Q4 2023

Feb 02, 2024
BUY
$150.16 - $171.16 $26,278 - $29,953
175 Added 13.11%
1,510 $257,000
Q1 2023

May 01, 2023
SELL
$147.24 - $158.33 $60,368 - $64,915
-410 Reduced 23.5%
1,335 $205,000
Q4 2022

Feb 08, 2023
BUY
$144.84 - $158.71 $252,745 - $276,948
1,745 New
1,745 $264,000
Q2 2022

Aug 10, 2022
BUY
N/A
2,535 Added 82.84%
5,595 $803,000
Q4 2021

Feb 02, 2022
BUY
N/A
255 Added 9.09%
3,060 $526,000
Q1 2021

May 07, 2021
SELL
N/A
-4,675 Reduced 62.5%
2,805 $413,000
Q2 2020

Aug 05, 2020
BUY
N/A
1,070 Added 16.69%
7,480 $877,000
Q1 2020

Apr 23, 2020
SELL
N/A
-530 Reduced 7.64%
6,410 $663,000
Q3 2019

Nov 12, 2019
SELL
N/A
-150 Reduced 2.12%
6,940 $830,000
Q4 2018

Feb 04, 2019
BUY
N/A
1,615 Added 29.5%
7,090 $694,000
Q3 2018

Nov 08, 2018
BUY
N/A
260 Added 4.99%
5,475 $606,000
Q2 2018

Aug 13, 2018
BUY
N/A
360 Added 7.42%
5,215 $530,000
Q1 2018

May 04, 2018
SELL
N/A
-670 Reduced 12.13%
4,855 $491,000
Q4 2017

Feb 09, 2018
SELL
N/A
-307 Reduced 5.26%
5,525 $564,000
Q3 2017

Nov 09, 2017
BUY
N/A
5,832
5,832 $553,000

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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