Gradient Capital Advisors, LLC Vanguard Dividend Appreciation Transaction History

Gradient Capital Advisors, LLC

  • $296 Million
  • Q3 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 5,731 shares of VIG stock, worth $1.04 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
5,731
Previous 5,733 0.03%
Holding current value
$1.04 Million
Previous $1.05 Million 0.29%
% of portfolio
0.35%
Previous 0.38%

Shares

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

Oct 16, 2024
SELL
$182.15 - $182.15 $364 - $364
-2 Reduced 0.03%
5,731 $1.04 Million
Q2 2024

Jul 19, 2024
SELL
$173.33 - $185.29 $29,119 - $31,128
-168 Reduced 2.85%
5,733 $1.05 Million
Q1 2024

Apr 17, 2024
BUY
$168.47 - $182.98 $2,695 - $2,927
16 Added 0.27%
5,901 $1.08 Million
Q4 2023

Jan 31, 2024
BUY
$150.16 - $171.16 $2,853 - $3,252
19 Added 0.32%
5,885 $1 Million
Q3 2023

Oct 24, 2023
SELL
$155.38 - $166.95 $10,876 - $11,686
-70 Reduced 1.18%
5,866 $911,000
Q2 2023

Jul 18, 2023
SELL
$152.74 - $162.43 $16,801 - $17,867
-110 Reduced 1.82%
5,936 $964,000
Q1 2023

Apr 17, 2023
SELL
$147.24 - $158.33 $2,797 - $3,008
-19 Reduced 0.31%
6,046 $931,000
Q4 2022

Feb 03, 2023
BUY
$144.84 - $158.71 $1,882 - $2,063
13 Added 0.21%
6,065 $920,000
Q3 2022

Nov 04, 2022
BUY
N/A
370 Added 6.51%
6,052 $818,000
Q2 2022

Jul 18, 2022
BUY
N/A
11 Added 0.19%
5,682 $815,000
Q1 2022

Apr 29, 2022
BUY
N/A
184 Added 3.35%
5,671 $920,000
Q4 2021

Jan 31, 2022
BUY
N/A
336 Added 6.52%
5,487 $942,000
Q3 2021

Nov 02, 2021
BUY
N/A
545 Added 11.83%
5,151 $791,000
Q2 2021

Aug 02, 2021
BUY
N/A
985 Added 27.2%
4,606 $713,000
Q1 2021

Apr 21, 2021
SELL
N/A
-109 Reduced 2.92%
3,621 $533,000
Q4 2020

Jan 20, 2021
BUY
N/A
153 Added 4.28%
3,730 $527,000
Q3 2020

Oct 21, 2020
SELL
N/A
-269 Reduced 6.99%
3,577 $460,000
Q2 2020

Jul 28, 2020
BUY
N/A
145 Added 3.92%
3,846 $451,000
Q1 2020

Apr 22, 2020
SELL
N/A
-132 Reduced 3.44%
3,701 $383,000
Q4 2019

Jan 16, 2020
BUY
N/A
459 Added 13.6%
3,833 $478,000
Q3 2019

Oct 22, 2019
SELL
N/A
-481 Reduced 12.48%
3,374 $403,000
Q2 2019

Jul 16, 2019
BUY
N/A
443 Added 12.98%
3,855 $444,000
Q1 2019

Apr 16, 2019
BUY
N/A
607 Added 21.64%
3,412 $374,000
Q4 2018

Jan 30, 2019
BUY
N/A
735 Added 35.51%
2,805 $275,000
Q3 2018

Nov 06, 2018
BUY
N/A
7 Added 0.34%
2,070 $229,000
Q2 2018

Jul 26, 2018
BUY
N/A
2,063 New
2,063 $210,000

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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